If you are unable to view your Chart of Accounts in your CRM after connecting with Xero, follow the steps below to enable it.

Step 1: Go to Settings in Xero

  • From your Xero dashboard, select your organization.

  • Click Settings from the dropdown menu.

Step 2: Open Advanced Settings

  • In Organization settings, scroll down and click Looking for advanced settings?

Step 3: Access Chart of Accounts

  • Under Advanced Accounting, click Chart of accounts.

Step 4: Select the Relevant Account

  • From the list of accounts, choose the account you want to connect (e.g., Prepayments).

  • Click to Edit the details of this account.

Step 5: Enable Payments for the Account

  • In the edit popup:

    • Tick ✅ Enable payments to this account.

    • Click Save.

Step 6: Connect in CRM

  • Go back to your CRM Xero integration.

  • Under Connected Account, select the account you just enabled (e.g., Prepayments).

✅ Once done, your Chart of Accounts will now be visible and ready to use in your CRM.