Buz to Xero

Connecting to Xero

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• Navigate to Settings:

  • In BUZ Software, go to Settings and select BUZ to Xero.

• Connect to Xero:

  • Click on Connect. You will be redirected to the Xero login page.

  • Sign in to your Xero account and select the appropriate account you wish to connect.

• Return to BUZ Software:

  • Once connected, you will be automatically redirected back to BUZ Software.

• Retrieve Chart of Accounts:

  • Click on Get Chart of Accounts to sync your Xero accounts with BUZ Software.

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From here you will need to link

Link your bank accounts and payment methods as outlined here.

Link Accounts and Groups:

• Link Prepayments/Deposit Accounts to Customer Groups:
  Follow the instructions here.

Link Products to Chart of Accounts:

Ensure all products are linked by following the steps here.

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

• '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

Adding accounts to Groups