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How to view all "Chart of Accounts" in Xero Integration?

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…

1 min read171 words6 explained imagesUpdated Fri, 29 Aug, 2025 at 3:12 AM
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  1. Step 1: Go to Settings in Xero
  2. Step 2: Open Advanced Settings
  3. Step 3: Access Chart of Accounts
  4. Step 4: Select the Relevant Account
  5. Step 5: Enable Payments for the Account
  6. Step 6: Connect in CRM

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 of 2: Click Settings from the dropdown menu What this shows Step 2 of 2: Click Settings from the dropdown menu. What this shows Shows what to choose for step 2 of 2 in the "Step 1: Go to Settings in Xero" section of "How to view all "Chart of Accounts" in Xero Integration?". This screenshot accompanies step 2 of 2 in the "Step 1: Go to Settings in Xero" section of "How to view all "Chart of Accounts" in Xero Integration?". At this point in the walkthrough you click Settings from the dropdown menu. For context, this section explains: From your Xero dashboard, select your organization. Click Settings from the dropdown menu. Step 2 of 2Image 1 of 6 What to chooseClick Settings from the dropdown menu.
    Buttons and menus referenced Settings
    All 2 steps in this procedure
    1. From your Xero dashboard, select your organization.
    2. Click Settings from the dropdown menu. this image

Step 2: Open Advanced Settings

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

    Step 1 of 1: In Organization settings, scroll down and click Looking for advanced… What this shows Step 1 of 1: In Organization settings, scroll down and click Looking for advanced settings? What this shows Shows what to click for step 1 of 1 in the "Step 2: Open Advanced Settings" section of "How to view all "Chart of Accounts" in Xero Integration?". This screenshot accompanies step 1 of 1 in the "Step 2: Open Advanced Settings" section of "How to view all "Chart of Accounts" in Xero Integration?". At this point in the walkthrough you in Organization settings, scroll down and click Looking for advanced settings? Step 1 of 1Image 2 of 6 What to clickIn Organization settings, scroll down and click Looking for advanced settings?
    Buttons and menus referenced Organization settings

Step 3: Access Chart of Accounts

  • Under Advanced Accounting, click Chart of accounts.

    Step 1 of 1: Under Advanced Accounting, click Chart of accounts What this shows Step 1 of 1: Under Advanced Accounting, click Chart of accounts. What this shows Shows what to click for step 1 of 1 in the "Step 3: Access Chart of Accounts" section of "How to view all "Chart of Accounts" in Xero Integration?". This screenshot accompanies step 1 of 1 in the "Step 3: Access Chart of Accounts" section of "How to view all "Chart of Accounts" in Xero Integration?". At this point in the walkthrough you under Advanced Accounting, click Chart of accounts. Step 1 of 1Image 3 of 6 What to clickUnder Advanced Accounting, click Chart of accounts.
    Buttons and menus referenced Advanced AccountingChart 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 2 of 2: Click to Edit the details of this account What this shows Step 2 of 2: Click to Edit the details of this account. What this shows Shows what to click for step 2 of 2 in the "Step 4: Select the Relevant Account" section of "How to view all "Chart of Accounts" in Xero Integration?". This screenshot accompanies step 2 of 2 in the "Step 4: Select the Relevant Account" section of "How to view all "Chart of Accounts" in Xero Integration?". At this point in the walkthrough you click to Edit the details of this account. Step 2 of 2Image 4 of 6 What to clickClick to Edit the details of this account.
    Buttons and menus referenced Edit the details of this account
    All 2 steps in this procedure
    1. From the list of accounts, choose the account you want to connect (e.g., Prepayments).
    2. Click to Edit the details of this account. this image

Step 5: Enable Payments for the Account

  • In the edit popup:

    • Tick ✅ Enable payments to this account.

    • Click Save.

      Step 2 of 2: Click Save What this shows Step 2 of 2: Click Save. What this shows Shows how to confirm for step 2 of 2 in the "Step 5: Enable Payments for the Account" section of "How to view all "Chart of Accounts" in Xero Integration?". This screenshot accompanies step 2 of 2 in the "Step 5: Enable Payments for the Account" section of "How to view all "Chart of Accounts" in Xero Integration?". At this point in the walkthrough you click Save. For context, this section explains: From the list of accounts, choose the account you want to connect (e.g., Prepayments). Click to Edit the details of this account. This part of the guide covers 1 field, listed below. Step 2 of 2Image 5 of 6 How to confirmClick Save.
      Fields in this part of the guide In the edit popup:
      Buttons and menus referenced SaveEnable payments to this account
      All 2 steps in this procedure
      1. Tick ✅ Enable payments to this account.
      2. Click Save. this image

Step 6: Connect in CRM

  • Go back to your CRM Xero integration.

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

    Step 2 of 2: Under Connected Account, select the account you just enabled (e.g… What this shows Step 2 of 2: Under Connected Account, select the account you just enabled (e.g., Prepayments). What this shows Shows what to choose for step 2 of 2 in the "Step 6: Connect in CRM" section of "How to view all "Chart of Accounts" in Xero Integration?". This screenshot accompanies step 2 of 2 in the "Step 6: Connect in CRM" section of "How to view all "Chart of Accounts" in Xero Integration?". At this point in the walkthrough you under Connected Account, select the account you just enabled (e.g., Prepayments). Step 2 of 2Image 6 of 6 What to chooseUnder Connected Account, select the account you just enabled (e.g., Prepayments).
    Buttons and menus referenced Connected Account
    All 2 steps in this procedure
    1. Go back to your CRM Xero integration.
    2. Under Connected Account, select the account you just enabled (e.g., Prepayments). this image

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

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