Setting Up Xero

To initiate a connection to Xero, go to Organization Settings > Accounting, select "Xero" and click "Connect to Xero". If you are not currently signed in to your Xero account, you will be prompted to sign in. When prompted, click "Allow Access". You will then asked to setup the appropriate accounts, taxes and items to be from MembershipWorks: Each financial transaction in our system will generate an invoice and payment, and these settings will be used as follows: - Each transaction...

Exporting Transactions To Xero

You can export transactions to Xero from several places: 1. From the Dashboard > Financial page, you can select a date range (at the top left corner), and click on "Export Xero" to export transactions in that date range to Xero. You will be prompted to select the types of transactions (membership, events, cart, donation, other) to export. 2. From each event's dashboard, you can click on "Export Xero" to export the event payments for just this event. 3. From each form under Forms Carts Dona...

Xero FAQ

Can I have different items for each membership level, event ticket, event group, cart item, etc? At this time it is not possible to have a different Xero item for each specific membership level, event ticket, or cart item. However the description for each line in the invoice will reflect the specific membership level, event ticket name, cart item, etc. When and how does data sync to Xero? You have to trigger a sync of transactions to Xero from Dashboard > Financial (transactions by date ra...