Connecting to Xero
Settings→ Buz to Xero
Click connect, signed into Xero and select the account
Once connected you will be directed back to BUZ
Click get chart of accounts
If successful you will receive the below message
BUZ to Xero setup
1a.Link Bank Accounts to the Chart of Accounts (Settings→ Financial Settings→ Bank accounts)
1b. Link Payment Types to the Chart of Accounts (Settings→ Financial Settings→ Payment Types)
2. Link Customer Group Deposits to the Chart of Accounts (Contacts→ Customers→ Groups)
3. Link Inventory Groups Sales to the Chart of Accounts (Settings→ Inventory Settings→ Groups)
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 |
|---|---|---|
| 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
Xero has a few tools and apps to help you convert from your old Accounts Package to Xero, some of them are free.
General Information https://help.xero.com/au/Q_QuickConvert
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