Xero tracking category mapping

This article explains how to map tracking categories with Xero & Autotask account codes.

My Accounting Toolbox > Configuration > Tracking Categories

What are Tracking Categories? Read more about them over at Xero support

Xero Account Codes

This page allows you to match the Xero account code with the Xero tracking category. Use the dropdown boxes to match the items then click Link Code to add them to the list below.

Autotask Account Codes

This page allows you to match the Autotask account codes with the Xero tracking category. Use the dropdown boxes to match the items then click Link Code to add them to the list below.

How does it work?

During a invoice or purchase order sync our tool will check to see if the Xero account code or Autotask account code has a matching tracking category.

Xero allows you to have up to two tracking categories per invoice.

Tip: If both the Xero account and Autotask accounts match, Autotask matches will take priority.