You can automatically sync Xero with TrustFile. To do so, authorize TrustFile connecting to Xero.
- Log in to TrustFile, select Data Sources, and then select Xero.
- Enter the name you want displayed for this connection in TrustFile.
- Select the initial transaction start date for transactions to synchronize, select Connect, and then select Authorize.
The start date should align with your current filing period requirements. Do not select a date farther back than what needs to be included on current returns.
- Enter your Xero login information and then select Login. A success message displays and the sync begins.
The initial sync can take some time, depending on how much information needs to be imported. If you don't see all of your transactions from Xero in TrustFile within 24 hours, contact Avalara Support. After the initial sync, Xero syncs every 2 hours.
Learn more about managing tax with Xero in our Xero sales tax guide.