Synchronization of Xero accounting software with 6Storage will allow companies to better manage and analyze their financial data while storing invoices, receipts, and other crucial data. Configuring Xero with 6Storage involves these steps:
Head over to Settings > Integration > Accounting Software. Click Xero
The Quick guide tab tells you about the software and its limitations. Click on the Authenticate tab. You need to map the Client ID and Client Secret key to connect your Xero account.
To get the keys, please log in to your Xero account using your Xero accounting software credentials at https://developer.xero.com/
Once you have logged in, go to My Apps, and click New App in order to add a third-party application to your account.
Enter the App name as 6Storage, choose the Integration type, enter both the Application URL and Redirect URL as https://app.6storage.com/, and click Create app.
Once the application is added to your account, you can see the Configuration tab on the side menu. Click on the same.
Your Client ID and Client Secret key can be found here, copy both the keys and go to your 6Storage account.
Enter the keys and click on Save. Now, click on Connect to Xero.
Now, you have successfully connected to Xero accounting software. You can move to the Synchronize tab to explore more.
The Synchronize tab includes the Map categories and Products/Services. You need to add Categories, Products, and Payment preferences and methods in order to synchronize your existing data.
Track different areas of your business to see where you need to focus more and how they are performing. In order to keep track of your expenses, you can create as many categories as you wish, and data will be synced accordingly.
The Product tab allows you to add merchandise products and services based on your tracking preferences.
Paid to Account tab contains your payment preferences and types for ease of tracking. All your payments via credit/debit cards, online banking, and cash payments will be recorded and synced automatically.
In case of any non-sync of payments, you can manually sync them by visiting the Accounting Software Integration Report in the Reports section from the side navigation menu.
To fetch the report, select location, building, and select time period from the date picker. The Search by filter implies the criteria, whether you want to fetch search results sorted by Tenants, Invoices, or Payments, from which you can select one. Then select the status from the dropdown as Synced, Non-synced, or select All. Click Get Report.
Once the results are fetched, you can have a clear view of the list of transactions that are synced and non-synced.
Select the entries that you want to sync by clicking the checkbox and selecting the sync option as ReSync. Then click Apply.
Now the selected entries will be synchronized and a pop-up confirmation on the same will be displayed.
With this, your payments are successfully synced. You can always visit this Accounting Software Integration report to fetch data as well as to check non-synced payments and re-sync them.