Yes. Importing for the first time on a new client:
- Select Posting > Import Trial Balance > Third Party API > Xero
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It is now mandatory to enable Two-factor Authentication when using Xero
If you have not enabled it in Admin Centre, when you go to Accounts Production→Import Trial Balance and select Xero, the following NOTE is displayed:
-
Click Enable 2FA. Then click Cancel, close Accounts Production and log out of TaxCalc and log back in following steps from KB3187 - How to Set Up Two-Factor Authentication (2FA)
- Once you've logged back into TaxCalc, open the Accounts Production.
- Select Posting > Import Trial Balance > Third Party API > Xero
- Select Existing import map
- Select Show clients Xero maps
- Select the required client and click Use
- Continue through the wizard to complete import
Following first import:
- Select Posting > Import Trial Balance > Third Party API > Xero
- Continue through authentication process
- Select Change Import Map (from Import Trial Balance: Code Mapping screen)
- Select Show clients Xero maps
- Select the required client and click Use
- Select Override to replace all existing mappings OR update to apply missing mappings from the selected clients map
- Continue through the wizard to complete import