> For the complete documentation index, see [llms.txt](https://help.agencydesk.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.agencydesk.io/company-settings/general/accounting.md).

# Accounting

Manage financial integrations and accounts in the Accounting tab. Connect to Xero or create custom accounts for seamless tracking.

## Syncing to Xero

{% stepper %}
{% step %}
Open **Company Settings > General > Accounting**, then choose **Account Actions > Connect Xero** (or **Reconnect Xero** for an existing connection).
{% endstep %}

{% step %}
Log into your Xero account using your credentials.
{% endstep %}

{% step %}
Follow the prompts until you are redirected back to Agencydesk.
{% endstep %}

{% step %}
You can confirm the integration by logging into Xero and going to the **Manage App Connections** section to verify that Agencydesk has been connected.
{% endstep %}
{% endstepper %}

## Importing accounts from Xero

{% stepper %}
{% step %}
After connecting Xero, return to Accounting. **Connect Accounts** opens automatically when you started the connection here. You can reopen it with **Account Actions > Import Accounts**.
{% endstep %}

{% step %}
Review the offered sales accounts by code and name. **Imported** means that account code is already in Agencydesk; it does not mean a Department uses it. Already-imported rows cannot be selected again.
{% endstep %}

{% step %}
Tick the accounts you need and click **Connect Accounts** in the fixed footer. **Cancel** leaves the import unchanged. If all offered accounts are imported, the button stays disabled.
{% endstep %}

{% step %}
After import, check the Accounting list and assign the appropriate **Sales Code** on each Department. Importing an account does not assign it to a Department automatically.
{% endstep %}
{% endstepper %}

For an ad-spend control account that Xero classifies as a liability, use **New Account** and enter its exact Xero code rather than importing unrelated liability accounts. Check the intended code with the person responsible for the agency’s books.

## Adding Accounts

{% stepper %}
{% step %}
Under **Account Actions**, choose **New Account**. The **Add Sales Account** panel opens.
{% endstep %}

{% step %}
Fill in the following details:

* **Account Code:** The account code as referenced in your accounting software.
* **Account Name:** Provide a descriptive name for the account.
* **Integration Reference:** Required by some accounting platforms. This can be the same as the Account Name.
  {% endstep %}

{% step %}
Click the **Save** button to finalise your new account.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
Agencydesk currently integrates only with **Xero**. Support for additional accounting software will be released with future updates.
{% endhint %}

## Check which Departments use an account

The Accounting list’s **Departments** column names the Departments using each account. Click a “+ more” link for the rest, or open the account to read its Departments list. These are read-only references: change the mapping on the Department.

## Switching an account off

{% stepper %}
{% step %}
Find the account in Accounting and check its Departments first. Use the **Active** switch to turn an unused account off.
{% endstep %}

{% step %}
If an active Department still uses it, the change is blocked with a warning. Assign that Department another sales account before trying again.
{% endstep %}

{% step %}
After a successful change, the account is excluded from new Sales Code choices. A record already using it keeps its selected account visible so opening the form does not silently clear it. Switch Active on again to make it available.
{% endstep %}
{% endstepper %}

New Account creates a Sales account; there is no Account Type selector on that form. Before choosing a code, check that it matches the ledger account your Invoice lines should use in Xero.


---

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