Configuring Account Codes

In this article

Account Codes are labels used by Xero to categorize your money—such as sales, tax, or fees—so your EasyBiz data is recorded in the correct accounts.

Contents

📍 Where to find this setting?

Go to Settings > Business Portfolios. Click your business > Click the three dots for Xero > Settings. Scroll down to the Account Code Settings section.

How to Map Your Account Codes

Here is how to configure the most important ones:

Products & Services (Revenue): This represents your main income from sales.
- Recommended: Map this to a Revenue account (e.g., Code 201).
- Important: Ensure this account in Xero has a Tax Rate applied (e.g., 9% GST). If you map it to a "Tax Exempt" account, your tax data will not sync correctly.

Note:

The "Code 200" Issue By default, Xero's Sales account (Code 200) is often set to "Tax Exempt (0%)". If you map to this code without checking, your invoices will sync without tax.

Tax: This represents the sales tax you have collected.
- Recommended: Map this to your Tax Liability account (e.g., Code 820). This allows Xero to track what you owe the government.
Rounding: This handles the tiny one-cent differences that occur when splitting bills or calculating discounts.
- Recommended: Map this to a Rounding Expense account (e.g., Code 860).

Note:

The codes mentioned above (201, 820, 860) are standard examples. Your business might use different codes. Always check your Chart of Accounts in Xero to confirm the correct numbers for your specific business.

Note:

There are additional fields you can configure in EasyBiz, such as Sales Return, Surcharge, and Discount. For a detailed walkthrough on how to map these, please watch the guidance video above.

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Mapping Payment Methods

💳 Get paid automatically. Configure your payment mappings to ensure that when a customer pays in EasyBiz, the invoice is instantly marked as 'Paid' in Xero.