Autotask to Xero (My Accounting Toolbox)

Quick Overview
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 s...
Sat, 7 Apr, 2018 at 12:22 PM
Understanding the Dashboard
The My Accounting Toolbox dashboard page is a power tool to help you manage your sync. Once My Accounting Toolbox is setup your dashboard screen will no...
Sat, 7 Apr, 2018 at 2:15 PM
Troubleshooting
Tip Don't be afraid to reach out for help if you get stuck- we also provide a online chat service between the hours of 10:00 and 19:00 (UTC +12) Monda...
Tue, 2 Oct, 2018 at 1:04 PM
Invoice Options
Xero Options Import into Xero Status Cloud Depot can import your invoices as either Draft, Approved or Approved Sent. We recommend that you use Draft f...
Sat, 7 Apr, 2018 at 12:33 PM
How do I specify which Contact details get synced to Xero?
In Autotask, there are Accounts (Companies) and Contacts.  Xero doesn't support this, so we send across the Account details, and pick the first Contact...
Wed, 6 Jun, 2018 at 5:18 PM
Skip over Autotask Invoices
The instructions below show you how to setup the My Accounting Toolbox system to skip over predefined accounts using the User Defined Field in Autotask. ...
Tue, 3 Apr, 2018 at 2:12 PM
Running multiple Xero accounts from one Autotask
Cloud Depot supports the ability to split off from one Autotask account into multiple Xero accounts.  This process requires some additional setup.  ...
Mon, 21 May, 2018 at 10:05 AM
Send payments back to Autotask from Xero
Cloud Depot supports the ability to send payments back into Autotask. For further reading about this function and how to activate it please click here. 
Tue, 3 Apr, 2018 at 2:18 PM
Account Mapping between Autotask and Xero
Account mapping is used to map allocation codes in Autotask to GL codes in Xero. From the Navigation panel under My Accounting Toolbox -> Configurati...
Sun, 5 Aug, 2018 at 5:30 PM
Purchase Order Setup
Purchase orders can bring down your purchase orders from Autotask and sync them into Xero as either purchase orders or sale bills. Most customers will im...
Tue, 3 Apr, 2018 at 3:56 PM