Xero Integration
Real-time bookkeeping and bank reconciliation sync
Connect TuskCPA to Xero for seamless bookkeeping automation. Sync bank transactions, invoices, bills, and financial reports in real-time across multiple Xero organizations.
Why Integrate with Xero?
Xero is perfect for small business bookkeeping with its intuitive interface and bank feed connections. By integrating with TuskCPA, you can automate the entire monthly close process, from transaction categorization to financial report delivery.
Key Capabilities
Real-Time Sync
Changes in Xero appear in TuskCPA within seconds. Bank transactions, invoices, and bills sync automatically.
Automated Reconciliation
AI matches bank transactions to invoices and bills automatically. Reduce reconciliation time by 80%.
Multi-Organization
Connect unlimited Xero organizations to one TuskCPA account. Perfect for firms with many clients.
Workflow Triggers
Launch TuskCPA workflows when invoices are paid, expenses exceed limits, or bank balances drop.
Setup Guide
Step 1: Navigate to Integrations
In TuskCPA, go to Settings → Integrations → Accounting Software and select Xero.
Step 2: Authorize Connection
Click "Connect to Xero" and log in with your Xero credentials. Select the organization you want to connect. You can repeat this process to add multiple organizations.
Step 3: Configure Sync Options
Choose what data to sync:
- ✓ Contacts (customers and suppliers)
- ✓ Invoices and credit notes
- ✓ Bills and purchase orders
- ✓ Bank transactions and statements
- ✓ Chart of accounts
- ✓ Tracking categories and tax rates
- ✓ Financial reports (P&L, Balance Sheet, Cash Flow)
Step 4: Set Sync Schedule
Choose sync frequency:
- Real-Time: Recommended for active bookkeeping
- Every 4 Hours: Good balance for most firms
- Daily: Suitable for less active accounts
Step 5: Initial Import
Click "Start Initial Sync" to import historical data from Xero. This typically takes 10-20 minutes depending on organization size.
Common Use Cases
Monthly Bookkeeping Automation
Automatically pull bank transactions from Xero, categorize using AI, reconcile accounts, generate P&L and Balance Sheet, and email reports to clients. Eliminates 90% of manual bookkeeping work.
Real-Time Expense Tracking
When clients add expenses in Xero, automatically extract receipt data, verify against policies, flag anomalies, and categorize for tax purposes.
Cash Flow Monitoring
Set up alerts when client cash balances drop below thresholds, large expenses are recorded, or AR aging exceeds 60 days. Proactive advisory services.
Xero-Specific Features
Tracking Categories
TuskCPA fully supports Xero tracking categories (departments, locations, projects). Use them in workflows to route transactions, generate segment reports, and analyze profitability by division.
Multi-Currency Support
If your clients use multiple currencies in Xero, TuskCPA syncs exchange rates and properly handles currency conversions in reports and analytics.
Xero Projects Integration
For clients using Xero Projects, sync project data to track profitability, time tracking, and project-based billing within TuskCPA workflows.
Troubleshooting
Connection Expired
Xero OAuth tokens expire after 60 days. If your connection stops working:
- 1. Go to Settings → Integrations → Xero
- 2. Click "Reconnect to Xero"
- 3. Re-authorize the connection
- 4. Sync will resume automatically
Missing Transactions
If transactions are not syncing:
- • Check that the date range includes those transactions
- • Verify bank feeds are connected in Xero
- • Look in the Sync Log for error messages
- • Try a manual sync refresh
Security
Your Xero data security is our priority:
- OAuth 2.0: We never store your Xero password
- Encrypted Transit: All data encrypted with TLS 1.3
- Scoped Access: We only request the permissions you need
- Audit Trail: Every sync action is logged
- Disconnect Anytime: Revoke access instantly from settings
Questions About Xero Integration?
Our team can help you set up the perfect Xero configuration for your practice.