How to View All Chart of Accounts in Xero Integration

Enabling Chart of Accounts Visibility from Xero

If your Chart of Accounts isn't visible in your CRM after connecting with Xero, you may need to enable payments for specific accounts directly within Xero. Follow these steps to make your accounts available for selection.

Step 1: Access Xero Settings

From your Xero dashboard, select your organization name to open a dropdown menu. Choose Settings from this menu to proceed.

Step 2: Navigate to Advanced Settings

Within the Organization settings area, scroll down until you see the option labeled Looking for advanced settings? Click this link to access additional configuration options.

Step 3: Open Chart of Accounts

Under the Advanced Accounting section, click on Chart of accounts to view your complete list of accounting categories.

Step 4: Select and Edit an Account

From the displayed list, choose the specific account you wish to connect to your CRM (such as Prepayments). Click to Edit the details for this account.

Step 5: Enable Payment Option

In the edit window that appears, locate and check the box for Enable payments to this account. Click Save to confirm this change.

Step 6: Refresh CRM Integration

Return to your CRM's Xero integration settings. Under Connected Account, you should now see the account you enabled available for selection. Choose it to complete the connection.

Once these steps are completed, your Chart of Accounts will be fully visible and functional within your CRM platform.