Mapping Autotask account codes to Xero GL codes
My Accounting Toolbox- > Configuration -> Link Account Codes
Step 1. Setup your default Account mappings
Default account mappings will be used when no account mapping is found under the linked accounts.
Note: Even if you don't use our Purchase Order module you still need to enter a Default Freight and Courier account.
Linking the allocation codes to Xero GL codes
On the left hand drop-down we display a list of Autotask allocation codes and using the link button you can map those to Xero GL codes.
Seeing the mappings in your sync logs
You can review a account code mapping in your sync logs, the example below has no mapping for the allocation code and defaults back to the default sales code.