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The Xero payment account I want to connect is not showing up in the dropdown
The Xero payment account I want to connect is not showing up in the dropdown

When connecting a Xero payment account for syncing invoices and payments, make sure it fits these criteria.

Becca Berg avatar
Written by Becca Berg
Updated over a week ago

Updated Aug 23, 2023

When setting up the Xero integration in the Sync invoices and payments section, there are two possible solutions if you do not see the payment account you want to use to receive payments from Dubsado invoices.


Solution 1: Ensure the account has a code

Accounts in Xero can have a unique account code of up to 10 characters. Only accounts with codes will appear as options when selecting a payment account in Dubsado.

  1. In Xero, go to Accounting >> Chart of accounts.

  2. Check if the Xero account you're looking for has a code.

  3. If the account does not have a code, click on the account to edit account details.

  4. Under Code, add a code.

  5. Click Save.

  6. In Dubsado, refresh the Xero integration page to reload the account options.


Solution 2: Enable payments to the account in Xero

For an account to show up in the Dubsado dropdown, it must have the option to enable payments turned on in Xero.

  1. In Xero, go to Accounting >> Chart of accounts.

  2. Click on the Xero account to edit account details.

  3. Check Enable payments to this account.

  4. Click Save.

  5. In Dubsado, refresh the Xero integration page to reload the account options.

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