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Configure Xero Dashboard default accounts in Cin7

Last updated 11/03/2021

Configure your Accounting Dashboard default accounts in Cin7

Configure Accounting Dashboard default accounts in Cin7

Please ensure you have created the correct Chart of Accounts in Xero. 
  1. While logged in to Cin7 as an Administrator, from the left navigation, select Accounting.
  2. Select either Xero.
  3. Click the gear icon on the top right side of the screen
  4. Select Settings
  5. Click on the Start Setup Wizard link
  6. Read through the Xero Setup information then click, Next
  7. Choose your Inventory Method by using the dropdown box then click, Next
    • Please see below for information about the inventory methods
  8. Choose default accounts by using the dropdown box for each default account then click, Next
  9. Click on Back to Setup to return to the Accounting Dashboard settings page.

Configuring the Integration

For information about configuring the connection, please see the following article that explains each inventory method: