Xero
By David1 author12 articles
- 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