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  1. Soldo
  2. Integrations
  3. Xero

Xero

  • What is Soldo’s Xero integration?
  • What do I need to do before setting up the Xero integration?
  • How do I set up the Xero integration?
  • What are Xero bank accounts and how they are used in the integration?
  • Which transaction types are exported to Xero?
  • Where does the transaction data go in Xero?
  • How do I export my bank feed from Soldo to Xero (left side in Xero)?
  • How do I export my transactions’ metadata to Xero (right side in Xero)?
  • Can I manually export my bank feed from Soldo as a file?
  • Can I exclude transactions from being exported to Xero?
  • Do I need to click on ‘Get Bank Feeds’ in Xero for the integration to work?
  • How do I set/change the attachment policy for the Xero integration?
  • What are the limitations for attachments exported to Xero?
  • How does Soldo work with Xero’s lock date?
  • Which date is used when exporting transactions to Xero?
  • Which fields will the integration import from Xero and how do I use them?
  • How do I add, update, or disable tags in the imported lists?
  • How is the ‘to’ field in Xero configured?
  • Can I use my custom Tracking Categories from Xero in Soldo?
  • How does the Xero integration fill out the Tax Rate?
  • Can I assign multiple VAT rates/categories to a transaction I’ll export to Xero?
  • Can I manually refresh the Xero integration?
  • Why can’t I see my Xero bank accounts or create new ones?
  • How can I reconcile transactions exported from Soldo?
  • How do I change which Xero bank accounts are connected to my Soldo currencies?
  • Why are none of my transactions being pushed to Xero?
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