Xero works one way. VisionScaper sends to Xero. It does not read Xero back. Xero is a plan feature, so you may see “Xero is not part of your current plan.” Xero charges for its own plan. VisionScaper adds no fee.

You need a Xero organisation and a Xero developer app of type web app.

1. In the Hub open Settings → 🔌 Connected apps. The Xero card is at the bottom.
2. In Xero’s developer area, make a web app. Add the redirect address shown on the card. Follow Xero’s current instructions.
3. Paste the Client ID and Client secret into the card. Tap Save keys. The secret is stored scrambled and never shown again.
4. Tap Connect to Xero. Sign in and choose your organisation. Only the owner can do this.
5. If you have more than one organisation, pick one in Xero organisation. Records already sent elsewhere are not sent again here.
6. Fill Xero account for sales (the usual code is 200) and Xero bank account for payments. Tap Look up my Xero accounts to pick from lists. The bank account is needed before payments can be sent.
7. Tick what you want: Send automatically every hour, Send customers, Send payments.
8. Tap Save settings, then Send to Xero now.

• Last sent, the result and counts: customers, invoices and payments sent so far.
• If Xero turns something down, a box lists the items and reasons. Fix them in Xero or VisionScaper, then tap Try again after fixing. A rejected record is parked and is not retried every hour.

• Nothing is sent twice unless it changed. Before the first send, VisionScaper looks for the same invoice number or contact name in Xero and adopts it instead of making a copy.
• A voided invoice is voided in Xero. A voided payment is deleted there.
• Sales tax goes across as its own line so totals match to the cent. Matching it to Xero tax rates is the bookkeeper’s job.

Tap Disconnect. Nothing in Xero is deleted. Reconnecting later will not send anything twice.

• Ask your bookkeeper which Xero accounts to use.
• Run Send to Xero now after you fix problems.

• “Xero needs you to sign in again.” Tap Reconnect. Nothing sends until you do.
• Payments will not send. The bank account code is empty.

• Connect QuickBooks Online
• Sales tax on invoices
• Profit and loss report