With Shoeboxed’s new direct integration with Xero Accounting Software, you can now effortlessly import their Xero Chart of Accounts and export their receipts to Xero as Accounts Payable invoices!
Simply follow these easy step-by-step instructions to get started.
To import your Chart of Accounts, click the drop down menu, select “Xero” and then click the “Import” button.
You will then be prompted to log in to your Xero account, which will grant Shoeboxed access to the information you wish to import. Thanks to Shoeboxed’s partner status with Xero you will only have to authenticate your Xero account once. Following your authentication with Xero, choose the organization you plan on exporting your receipts to.
Once you have chosen an organization, you will return to Shoeboxed page from which you began. From here you’ll need to re-initiate the import from Xero. You can view the accounts imported from Xero on the My Categories page under “Accounting Categories”. You can also assign Xero account codes to receipts by putting the receipts into the corresponding category.
Choose to export your Shoeboxed receipts into your Xero account as Accounts Payable invoices. This can be accomplished either through the use of Shoeboxed’s category system or manually on an individual basis.
Finally, we’ve provided a new “Verification” page where you have the option to quickly apply or edit account codes to receipts.
Presto! You’re finished!
We’ll be sure to keep you in the loop as more upgrades and fun new features are released!
The Shoeboxed Team