Xero
Xero integration overviewUse our Xero native integration to keep your accounting in sync with Katana
How to connect Xero to KatanaIt takes only a few easy steps to connect Xero to Katana.
How to sync Katana sales orders (SOs) to Xero as invoicesEasily create invoices in Xero based on Katana sales orders.
How to sync Katana purchase orders (POs) to Xero as billsCreate bills in Xero based on Katana Purchase orders and Outsourced purchase orders
How to map tax rates between Xero and KatanaTax rates ensure that taxes are accounted for correctly in Xero when creating invoices based on Katana Sales orders
How to reconfigure the Xero integrationReconfiguring the Xero integration allows you to make needed changes.
How to manage multiple currencies with XeroSell and purchase in multiple currencies and create accounting documents in Xero that have other currencies than your Katana base currency
How to delete invoices created in Xero via KatanaInvoices and bills created in Xero via the Katana integration can only be deleted in Xero
How to "sync" stock to Xero from KatanaHow to sync stock to Xero to record stock levels from Katana data.
How to disconnect the Xero integrationDisconnect from Xero in two easy steps
Xero FAQsAnswers to six of the most common questions related to the Xero to Katana integration
Videos playlist: Xero integrationSee how to set up the Xero and Katana integration, how the integration works and what benefits it provides