Connecting Xero
Sending your takings to your own Xero organisation.
Connecting
In Settings → Integrations press Connect Xero, sign in to Xero and choose your organisation. Then choose the bank accounts money goes into (Stripe, card reader and cash) and check the account codes and VAT with your bookkeeper.
What goes across
Paid invoices with their payments, membership Direct Debits as money received, and refunds as money spent, from the day you connect. It happens once a day, or press Sync now. Nothing is sent twice.
Patients' names
By default every sale is to one contact ("Patients"), so your accounts don't hold a copy of your patient list. You can choose a contact per patient instead.
If it stops
Xero signs connections out after 60 days without use, or if you disconnect it in Xero. The Integrations page says so: connect again and it carries on where it left off.