Problem

When setting up the Xero integration in the Sync invoices and payments section, 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. Check your chart of accounts in Xero to see if the account you're looking for has a code.

  2. If it does not have a code, click on the account to open the settings.

  3. Add a code and save your changes.

  4. Refresh the Xero integration settings page in Dubsado to reload the account options.


Solution #2: Enable payments to the account in Xero

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

  1. Click on the account in your Xero chart of accounts to open the settings.

  2. If it does not have payments enabled, check the box to enable them and save your changes.

  3. Refresh the Xero integration settings page in Dubsado to reload the account options.

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