Accounting

Connect Xero to Trimsy

Connect Xero and the invoices and receipts you raise in Trimsy are sent to your ledger as approved sales invoices, against revenue accounts and tax rates you pick yourself. Customers are matched to Xero contacts by email, so you do not end up with two of everyone.

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Connect it in Settings ▸ Integrations

What it does

With Xero connected

Every line here is something the product does today, not a roadmap.

  • Invoices arrive in the ledger — Invoices and receipts raised in Trimsy are sent to Xero as sales invoices, so takings reach your accounts without anyone re-keying them.
  • Your accounts, not our guesses — You choose the revenue account and the default tax rate from your own chart of accounts, read live from Xero rather than typed in by hand.
  • Customers matched, not duplicated — Trimsy looks for an existing Xero contact by email address before creating one, which is what stops a second contact appearing for a regular.
  • A reconciliation you can run — A reconcile report compares what Trimsy sent against what Xero holds across a date range and lists anything that failed to sync or disagrees on total.
  • Connected by OAuth, revocable by you — The connection is authorised in Xero and can be disconnected from either end. Trimsy never asks for a Xero password.

Setting it up

Three steps, and nothing changes until the last one

Step 1

Open Settings ▸ Integrations

Find the Accounting card and start the Xero connection.

Step 2

Authorise in Xero and choose the organisation

Xero asks which organisation to connect. Trimsy receives a token for that organisation only.

Step 3

Map the accounts, then check the first few

Pick the revenue account and default tax rate, then confirm the first few synced invoices look right in Xero before you rely on it. Worth doing with whoever does your BAS.

Worth knowing first

Tax rates and account codes are mapped per organisation and every chart of accounts differs, so this is the one integration worth checking rather than assuming. Sync the first few invoices and confirm them against your ledger, ideally with whoever prepares your BAS, before you trust it with a quarter.

Questions

About Xero specifically.

Ask us something else

Invoices and receipts, as sales invoices, plus the customer as a Xero contact where one does not already exist. Quotes and deposits are handled separately rather than posted as sales.

Also connects

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