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Xero is an online accounting system, that integrates with Timely to help you manage your financial transactions. When you connect Xero to your Timely account, we'll automatically make sure that your Timely invoices, and any associated payments, are synced across to your Xero account. So you only have to enter your sales information in one place!
In this guide you will learn answers to the most commonly asked questions from Timely customers when using the Xero integration. For information on troubleshooting Xero, see our help guide Troubleshooting | Xero.
Timely note: you can check for any alerts or errors by heading to the setup > integrations (formerly add ons) page. Any errors will be displayed at the top of the page. Once an error has been addressed, it will disappear/be hidden after 30 days. If your question or error isn't covered here, please get in touch with us by submitting a Help Form at our Help Centre.
Frequently asked questions (FAQs)
My invoices aren't syncing to the correct customer in Xero
Behind the scenes we use a Xero ID to connect the record from Timely to the same customer in Xero. This means that once a customer record is created from an invoice in Timely, any further invoices for this customer will be matched to the existing record.
A customer record in Timely will only have a Xero ID if the customer was imported into Timely from Xero (via customers > import customers > import from Xero) or they have an existing invoice from Timely that has already been synced to Xero.
If you notice that the wrong contact in Xero is linked to the Customer in Timely, this can be updated from our end. If you locate the Contact in Xero and copy the URL in the navigation bar, you will be able to see the XeroId. You can then send a screenshot, or a copy of that link and get in touch with us by submitting a Help Form at our Help Centre.
I am using Vend, but want to integrate Timely and Xero
You'll need to integrate Xero with Vend instead of with Timely. There is a video on Vend's website which explains how to do this. If you've already set up a Timely/Xero integration, you'll need to disconnect this before integrating with Vend. The process will then work like this:
- You add your appointments in Timely.
- When you're read to take payment at the point-of-sale, click take payment in Timely.
- A sale is then raised and transacted in Vend.
- Your end-of-day till balances are then pushed from Vend to Xero.
How do I sync my historic invoices to Xero?
If you have been using Timely on its own prior to connecting to Xero then you may have existing invoices in Timely that you want to connect to Xero.
We don't automatically sync historic invoices to Xero when you enable the integration. There are a few reasons behind this; the main reason being that this could cause a bit of a mess with your existing accounts, especially if you have been using Xero separately and have already entered those sales in to Xero manually.
However, if you do want those historic invoices to be synced to Xero, you can sync these manually. That way you have control over which historical invoices are synced to Xero and which aren't:
- View the invoice: How to view unpaid invoices and apply apple payments on iOS.
- At the top of the invoice, you'll see a box with two options: settings or sync now.
- Choose the Sync now option and Confirm the prompt.
- The invoice will be synced to Xero - use the view invoice link to open in Xero directly.
How do I disconnect Xero from my Timely account?
If you no longer want your invoices automatically syncing from Timely to Xero, you can easily disconnect Xero from your Timely account:
- Head to set up > integrations (formerly add ons).
- Click configure for Xero.
- Click edit settings.
- Click the disconnect button.