Videos:
Training resources:
- Xero: Setting Up Your Xero Integration
- Xero: Using the Xero Integration
- Xero: Tracking Expenses
- Xero: Tax on Bills
Frequently Asked Questions:
- What Xero Plans Integrate with Clio?
- What Data Does Clio Sync With Xero?
- How Often Does the Xero Sync Occur?
- How to Set Up Xero
- What Xero Accounts can you Map to Clio?
- If I delete an Invoice in Clio, will it delete in Xero?
- If I Include a Letter in my Bill ID, will it sync over to Xero?
- Does Client Reference Number Sync Over to Xero?
- How Does Clio Treat a Credit Note and VAT When an Invoice Syncs to Xero?
- How can I tell if a Bill in Xero was Created from the Clio Integration?
- How Can I Import Contacts from Xero into Clio Manage?
- How Do I Restore a Contact in Xero
- Will the Bill State in Clio Match the Bill State in Xero?
- Can Xero Sync Trust Account Transactions like Quickbooks Online Can?
Troubleshooting:
- Unable to Connect Xero to Clio
- Why Isn't Tax Syncing to Xero?
- Why Aren't Clio Transactions Appearing in the Xero Reconciliation Page?
- Why Aren't My Contacts Syncing With Xero?
- Payments or Credit Notes Not Syncing to Xero, with No Error Messages
- Not All Bills are Syncing Over in Xero on Initial Sync
- Edits Made to Invoices in Xero Are Not Syncing to Clio
- Once Resolved Will the List of Xero Sync Errors go Away?
- Xero Error Message: The specified contact details matched an archived contact. Archived contacts cannot currently be edited via the API.
- Xero Error Message: Payments can only be Made against Authorised Documents
- When Setting up the Xero Sync, Do I Need to Select the Same Accounts as Shown in the Help Center Article?
- Small differences between Bill totals in Clio and Xero