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How to Sync your Workshop Software with Xero

One of the great pro’s of having Workshop Software is because it integrates into the beautiful accounting package Xero.

Workshop Software uses Xero the accounting package to run the back end of the system. Xero is one of the leading accounting packages on the market today and one of its benefits is its online.

What does this mean?

You can have your accountant or bookkeeper log in from anywhere and see all the customer and supplier invoices and payments your have entered into workshop software. This is all possible as the sync between the systems are seamless and instant.

Check out this guide to sync your Workshop Software to Xero

Click on ‘Settings’ from the list of options on the left hand side of the screen and then click on ‘Xero Settings’

Click on ‘Authorize Xero’ from the bottom right of the page

 Edit the General Ledgers as advised by your accountant

 Enter the correct tax rate

Click on ‘Save’ from the bottom right of the page

 You are now ready to sync Workshop Software with Xero

Click on the Xero icon at the top right of the page, next to your company name and logo.

 

 

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“The Web class was really great. It helped as a trialing client, to understand the system.”

Happy Motoring

“Really liking Workshop Software and how professional the invoices look. Support has been great the whole time. They are always consistent in calling us and making sure our questions are answered.”

AJ’s Mobile Automotive

“I love Workshop Software, it is absolutely brilliant and the best software I have ever used. No dramas at all.”

Miramar Auto Centre Limited

“I needed workshop specific invoicing software, I chose this software as it was the best one I found that could do what I needed. I’m better at organising my work and it looks very professional, I do recommend this software as it’s easy to use.”

Byron Shire Auto Repairs

“After using the software for a month with the Quickbooks integration, we can see that keeping up with parts and records is much easier. The integration helps up with knowing what is going on in the Workshop. Workshop Software is good.”

Cave City Truck
& Trailer Repair

“We really like the facebook tips and find the software impacting our business in a positive way

NQ Diesel