Synchronizing invoices to Xero categories

When using our Xero integration, your Quaderno invoices are automatically exported to Xero with the associated tags. You can use tags so your sales are automatically categorized in Xero.

To synchronize document tags with Xero categories, you need to use the format “xero_category_name-xero_option_name” on the Quaderno tag.

This would allow the tags to be synchronized with the Xero categories. The tag you set must match existing tracking categories and options in Xero, otherwise it won’t work.

You can learn more about tags on this article.