Xero Integration
Taskly's integration with Xero allows you to automatically send all your invoices directly to your Xero account, so that you can automate most of your reconciliation, saving you significant time and effort.
Taskly's integration with Xero allows you to automatically send your invoices to Xero, and keeps payments in sync between both systems in real time, saving you from reconciling everything by hand. The following article outlines how to connect Xero, and how invoices, payments, and surcharges sync between the two.
Connect Taskly to Xero
Go to Settings, then Xero Integration
Press Connect to Xero
Log in to Xero and authorise Taskly to access your organisation.
Select the Xero organisation to connect, if you have more than one.
Map your accounts to decide where you want Taskly transactions to flow. If you are unsure about which accounts you should be mapping too, we recommend speaking with your accountant.
Enable the Surcharge Account for Payments
This only applies if you have credit card surcharging turned on. If you don't charge a surcharge, you can skip this step.
When you connect Xero, Taskly sends payment surcharges collected to a dedicated income account in Xero for tracking. This account needs Enable payments to this account turned on before surcharge transactions can post - this is a manual step you need to complete once, in Xero.
In Xero, go to Accounting, then Chart of Accounts
Find the account you would like Taskly to use for surcharges.
Open the account and turn on Enable payments to this account
Save the account
Sync an Invoice to Xero
Syncing an invoice to Xero isn't automatic — you send each invoice across manually.
Go to Invoices and open the invoice you want to sync
Press Actions
Press Send to Xero
Once synced, the invoice's Xero sync status updates to Synced, and a Xero Invoice reference appears on the invoice. Press View in Xero, or press the Xero invoice number itself, to open the invoice directly in Xero.
If you've added a PO Number to the invoice in Taskly, it's appended to the Xero invoice number.
If a sync fails, an alert appears in your Notification Log explaining why.
What Syncs to Xero
Invoices — when an invoice is raised in Taskly, it can be pushed to Xero as an invoice.
Payments — payments sync bidirectionally in real time. If a payment is recorded in either Taskly or Xero, Taskly marks the invoice as paid once the full balance has been paid in either system.
Surcharges — if a payment includes a surcharge, this is synced to Xero as a separate Receive Money bank transaction, rather than as a line item on the invoice. It is coded to the dedicated surcharge income account created when you connected Xero.
Taskly does not sync your Stripe (or other processor) fees to Xero. This is standard practice for Stripe-Xero setups — reconcile these separately from your Stripe or bank statements if needed.
GST Treatment for Surcharges
The GST treatment applied to a surcharge follows Taskly's revenue tax rate, overriding whatever default tax rate is set on the surcharge account within Xero.
Disconnecting Xero
If you disconnect the Xero integration, existing invoices keep their link back to Xero. New invoices and payments will stop syncing until you reconnect.
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