Connect your Xero general ledger accounts to ezyVet
To have accurate financial records, you must connect your Xero general ledger accounts to ezyVet.
- Make sure that you connected your organization's Xero account to ezyVet
- Open the Xero Setup Wizard dialog box in ezyVet
Note: At the end
of this procedure, the Xero Setup Wizard dialog box shows the
Payment Methods section. Do not use the
Payment Methods section. The Payment
Methods section does not have a function.
- In the Xero Setup Wizard dialog box, select the green
arrow.ezyVet shows the Ledger Accounts screen.
- Select Import Ledger Accounts From Xero.ezyVet syncs your ledger accounts from Xero. And ezyVet shows the Details section. The Details section shows financial settings.
- In the Account Payable box, select the equivalent Xero account.
- In the Accounts Receivable box, select the equivalent
Xero account.
- In the Sales box, select the equivalent Xero account.
- In the Purchases box, select the equivalent Xero account.
- In the GST box, select the equivalent Xero account.
- In the Rounding on Purchases box, select the equivalent
Xero account.
- In the Rounding on Sales box, select the equivalent Xero account.
- In the Freight on Purchases box, select the applicable
Xero account.
- In the Freight on Sales box, select the applicable Xero account.
- In the Inventory box, select the applicable Xero account.
- Select Set undefined accounts with defaults.
- Select the close button.
ezyVet closes the Xero Setup Wizard dialog box.