I added a new Chart of Accounts in my Xero. How do I choose that account in Pipemonk Settings? : Support Portal

I added a new Chart of Accounts in my Xero. How do I choose that account in Pipemonk Settings? Print

Modified on: Tue, 25 Aug, 2015 at 5:52 PM

If you have added any revenue or asset accounts and want to sync the values into those accounts, you just need to click on "Refresh Accounts" icon on the Pipemonk settings page. (see the below image)

Once you have refreshed your account, go to the 'Orders' section.
Go to the "Chart of account" settings and you will see that the new account you have created in your Xero will now show upin the dropdown.

Select the account from the drop-down and click on "Save" tab to save the settings.

That's it. You have successfully changed the chart of account you have added in your Xero account.

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I added a new Chart of Accounts in my Xero. How do I choose that account in Pipemonk Settings? Print

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