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What data do you import from Xero/QuickBooks?

What specific information does Link My Books retrieve from Xero or QuickBooks accounting software?

Daniel Little avatar
Written by Daniel Little
Updated over a month ago

When you connect to Xero or QuickBooks we import your Chart of Account names plus your list of Tax Rates.
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For each sales channel you integrate, both of these lists are then shown on the Accounts & Taxes mapping page, where you will select how you want your settlements to be posted to Xero or QuickBooks.
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If the relevant accounts and tax rates that are already set up in Xero/QuickBooks are not showing in the mapping list then refresh the cache in Link My Books.
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You can do this from your dashboard by choosing Settings, then Account Settings, then select the drop down for your Bookkeeping Account - Refresh Xero/QuickBooks cache.

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