This is a quick reference guide on setting up the most popular features in My Accounting Toolbox. If you need a hand setting up your account please contact our support team or book a free onboarding consolation.
If you haven't already setup My Accounting Toolbox, we have a easy to follow guide here.
Configure your invoice options.
Our sync tool has a number of configuration options to help you customize how your Xero invoices look. We suggest you use the draft invoice option first to ensure everything is syncing correctly.
Mapping your Autotask contacts to Xero customers
We currently use the Autotask account name as the unique field for matching Autotask accounts to Xero customers (case sensitive). An Autotask account can have multiple contacts, we recommend using a UDF to help assist our sync tool find the right contact to match to Xero.
If your Autotask account names don't or for business reasons can't match to a Xero customer, we recommend using Account number matching.
Link your account codes (Recommended)
Account code mapping links your GL account codes from Autotask to your GL account codes in Xero, by default all account codes will use the default account codes used during the setup process.
Purchase Orders (Optional)
Purchase orders from Autotask can be imported into Xero as either purchase orders or sale bills. Most customers import POs from Autotask as sale bills. The format of the purchase order is restricted by what data we can obtain from Autotask.
Tracking category mapping (Optional)
This feature is not required to be setup and is only need if you require further GL reporting in Xero.
Branding Mapping with Autotask and Xero (Optional)
This feature is not required to be setup but can be useful if you have Xero branding themes that you want to map to Autotask branding templates.
Tax Mapping (Optional)
Tax mapping allows you to link taxes between Autotask and Xero. By default Xero does all tax calculations, and for customers in a single tax environment, this module doesn't need to be setup.
Xero products and Services (Optional)
The Xero Products and Services module is designed to match and populate the service attributes on Xero Invoices