If you use Xero as your General Ledger, you will need to connect to Xero in order to start mapping to your chart of accounts.
- Once you have connected your client file, you will be taken to the status dashboard page. Click the Connect button under the Xero icon.
- Clicking Connect will take you to Xero where you will select the Xero ledger you want to connect.
- Once you have clicked Allow Application, the chart of accounts will automatically sync to Common Ledger.
- Your Chart of Accounts will be automatically generated on the Map Accounts page. When you click Map Accounts, you will be ready to start the mapping process right away.