Step 1 of 3 - View Step 2 - View Step 3 

To map Account Codes, perform the following

1. Click "Organization"

2. Click "Company"

3. Click "Invoicing"

4. Click "Service References"

5. In the Account Code field of a Service, enter the Account Code that the revenue is allocated to in Xero. Most will be allocated to the default sales account which is "200"

6. Once finished, click "Save Changes"

To map Contacts to the Customer Invoice Profile, perform the following

1. Click "Organization"

2. Click "Customers"

3. Click "Invoice Profile"

4. Click the "CardID/Contact Name" field and enter the "Contact Name" associated with this Customer in Xero

5. Select what invoice data will export from Guardhouse by clicking "Export Invoice Type" and choosing the format you want

6. Click "Save"