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Connecting to Xero
Settings→ Buz to Xero
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Click get chart of accounts
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If successful you will receive the below message
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BUZ to Xero setup
1a.Link Bank Accounts to the Chart of Accounts (Settings→ Financial Settings→ Bank accounts)
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1b. Link Payment Types to the Chart of Accounts (Settings→ Financial Settings→ Payment Types)
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2. Link Customer Group Deposits to the Chart of Accounts (Contacts→ Customers→ Groups)
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3. Link Inventory Groups Sales to the Chart of Accounts (Settings→ Inventory Settings→ Groups)
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Manually Process Manually Process Payments, Receipts, Invoices and Credits
Payments that may not have made their way to Xero automatically, can be submitted via this proce
BUZ to Xero information
Currently Xero does not have the ability to allocate money received to multiple invoices so these need to be done manually
BUZ Validation
Field | Xero | BUZ |
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Description | Characters max 150 | Characters Max 20 |
'Inventory' account in Xero is not mapped to anything in BUZ
If an account is deleted in Xero, it isnt necessarily deleted in Buz. A scenario this leads to is if a code is created in Xero "300" and deleteed after importing to Buz. Now 6 months later they try to add another account with same code, Buz will treat it like an update from 6 moths ago, and not a new account.
Converting to Xero? Here are a couple of Xero's help pages
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Free conversions by a Xero Sponsored company https://www.jetconvert.com.au/ , https://www.xero.com/blog/2014/04/xero-australia-makes-switching-myob-easy-free-conversions/
Next you will need to add a deposit account to the Groups
Adding an holding deposit account to a Group