Accounting Link - Configure "Accounting Software Connection Details" setup for Xero

This article is related to the legacy Accounting Link integration (and not for cloud-based Xero and MYOB Integrations). Please refer to the Accounting Integration Overview article for details on supported integrations.

This article details how to get past Step 1: Accounting Software - Connection Details" when setting up a profile in Accounting Link.

First step is to confirm in Xero that the tracking categories are configured correctly. Head to Xero and select your Organization. Then go to Settings in the top menu, now select General Settings then click "Tracking".

If you don't already have a Tracking Category click "Add Tracking Category" and enter a name this will usually be the business name. Once you have added your Category click on Add Option, Options are usually named what your Outlets are named in Retail Express (found in Retail Express under Menu > System Settings > Locations  / Outlets > Outlets):

Once this has been completed take note of the exact spelling of your Tracking category name in this case "Store" and switch back to the Accounting Link Setup page. Now double click on the cell to the right of "*Tracking Category used for Cost Centers":

Now in the empty box type the name of the Tracking Category in Xero that you took note of, so in this case I type "Store":

Now click Save and click "Test Connection" enter the verification code and proceed to enter the name for the connection and click Next to proceed.