Help Centre/Paycycle How To Guides/Paycycle & Xero Integration

Importing your Chart of Accounts from Xero

Joe Salvati
posted this on December 29, 2011 01:41 pm

When you register for your Paycycle account we create a sample set of accounts for you, as well as sample payroll items. To integrate effectively with Xero, you need to walk through a four step process to update these details. I

1. From the Chart of Accounts tab under Settings, Import the Chart of Accounts from Xero into Paycycle.

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2. Next. change your list of default accounts. This information can be found on the Employer Settings tab which is listed under Settings.

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3. Next, you will need to update the pay slip items in Paycycle to ensure that the account listed matches your new default Chart of Accounts.

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4. Once, you have removed all of the Paycycle sample accounts from any pay slip items you can then delete them on the Chart of Accounts Page.

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