When Setting up the Xero Sync, Do I Need to Select the Same Accounts as Shown in the Help Center Article?

November 12, 2020 15:22

Objective:

Xero Sync
Accounts
Mapping

Environment:

Clio Manage
Xero

Additional Information:

n/a

Answer:

No, you will select accounts from your own Xero account according to how you wish the mapping to be set up. The accounts shown in the Help Center article are for example only.