If your Xero connection isn't working, and your end of day figures are not being sent into Xero, no worries at all—this will be a simple fix. Here is a 2 second easy-to-follow checklist designed specifically for you to troubleshoot your setup. There will be something simple that isn't setup correctly, and a minor adjustment will have you back in working order.
Have you filled out ALL of your Xero settings?
Go to Account > Actions menu > Xero. On the right side panel do you see '------' in any of the drop down menu settings?
If so, you need to pick an account for each of the drop down menus you see '------' in. The connection won't work if you don't pick something for every one of these settings, even Contact For Invoice.
Click here if you are unsure of what each Xero setting means.
I don't have anything in the Contact For Invoice section, what do I do?
Click here to learn how to create the contact 'Simple Salon' in your Xero account. You will now have it there to pick in the Contact For Invoice section of your Xero settings in Simple Salon.
If you have any questions, please send them to us via the Submit a Request option in your Help & Support page.
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