Welcome to My Accounting Toolbox our Autotask to Xero sync application. My Accounting Toolbox is designed to be set and forget but please take the time to setup a few of our configuration options to match your business processes. If you get stuck or need some more assistance please reach out to our support team for more information.
If you haven't already setup My Accounting Toolbox, we have a easy to follow guide here.
Configure your invoice options.
This can be done using this page here, we suggest you run some test invoices first to make sure you are happy with the output. If you find that you need further customization or changes to the invoice format please contact our support. Not all configuration options are listed here.
Link your account codes.
So that your tax and accounting information is correct in Xero you can link the allocation codes from Autotask to Xero. For more information about setting this up please click here. We recommend you take the time to configure this option as billing line-items that are not matched will need to be added manually in Xero.
Purchase orders from Autotask can be imported into Xero as either purchase orders or sale bills. Most customers import POs from Autotask as sale bills. The format of the purchase order is restricted by what data we can obtain from Autotask. For more information please view the purchase order setup guide.
Tracking category mapping
This feature is not required to be setup and is only need if you require further GL reporting in Xero.
Branding Mapping with Autotask and Xero
This feature is not required to be setup but can be useful if you have Xero branding themes that you want to map to Autotask branding templates.
Tax mapping is needed for US customers who sell products and services into multiple states. The tax mapping will force Xero to use the same taxes that you have setup in your Autotask account. Please note that once tax mapping is activated it must be applied to all tax regions, if the sync detects a tax region that hasn't been mapped it will fail for that invoice.