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Product - Autotask to Xero (My Accounting Toolbox)

Product - Autotask to Xero (My Accounting Toolbox)

Sync invoices from Autotask to Xero

Quick Overview

Getting Started

Understanding the Dashboard

Autotask to Xero (My Accounting Toolbox) Setup Wizard

Setup

Invoice Options

Xero Products

Purchase Order Setup

Autotask Parent Child Invoicing

Autotask Account Number Mapping

Account Mapping between Autotask and Xero (GL Codes)

Advanced Sync Options

Tax Mapping between Autotask and Xero

How do I specify which Contact details get synced to Xero?

Running multiple Xero accounts from one Autotask

Multi-Currency Invoices

Xero Services

Xero Tracking Category Mapping

Xero Tracking Category Mapping using Autotask territory field

Running Multiple Accounts

High usage

Mapping Branding Themes

Skip over Autotask Invoices

Xero Products and Services

Send payments back to Autotask from Xero

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General Settings

Autotask to Xero Contact Mappings

Troubleshooting

Sync doesn't update or find the existing Xero contact

Understanding your sync logs

Invoices not syncing - understanding invoice faults

Why are my invoices being skipped over?

How to re-sync an invoice

Removing hidden characters from the Autotask Account Name

Branding Theme with ID xxx doesn't exist

A validation exception occurred - Account code xxx has been archived, or has been deleted

Xero Security Filter

Xero contacts keep changing

Autotask invoice format line breaks

Multiple tax rates detected for grouped billing items

Rounding issues in Xero invoices

Unable to sync Invoice. No valid contact for the invoice

Autotask Invoice due date not coming across in Xero

Tax Rate Must be Active - Error from Xero

Invoice not of valid status for modification

Common Sync Error Messages

Delay in processing invoices

How to remove or delete a fault from your console

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