Who can do this?
- The Office Admin · Office Admins
- The Boss · Business Owners
- The Books · Finance
- One-Person Show · Sole Traders
- The Foreman · Supervisors
Who this guide is for
Business Owners and Sole Traders. Admin can also configure Xero. Finance can view and configure Xero-related settings within their scope.
Overview
Link MyApprentice to a Xero organisation so invoices can be pushed to your accountant’s books.
Before you start
MFA must be set up on your account — connecting Xero is MFA-gated. You need an existing Xero organisation and Xero credentials. Decide which Xero organisation to connect if you manage multiple.
Steps
- In the left sidebar under ADMIN, select Business Settings.
- Open the Integrations tab.
- In the Xero section, select Connect to Xero.
- Complete the MFA prompt.
- Sign in to Xero and select the organisation to connect.
- Grant the permissions Xero requests.
- Confirm the Xero connection now shows as Connected on the Integrations tab.
- Review and save any default mapping settings on the Integrations tab.
What happens next
You can now push invoices to Xero individually, or use Send all to Xero to push every authorised invoice in one operation — see Push an invoice to Xero. Sync status appears on each invoice. To disconnect Xero, return to Business Settings → Integrations and select Disconnect Xero.
Related guides
Push an invoice to Xero, Set Up MFA on Your Account, Configure business settings.
Related in Invoicing & Payments
Creating, Sending, and Tracking Invoices
An invoice is the billing document you send to a client to request payment for completed work. In MyApprentice, invoices can be created fro…
Connecting and Using Xero
Connecting Xero lets you push MyApprentice invoices into your Xero accounting platform — individually or in bulk — and keeps invoice paymen…
Connecting Stripe for Online Payments
Stripe is the online card-payment provider MyApprentice integrates with. When Stripe is connected, your invoices can carry a payment link t…
"Ready to be Invoiced" — Following Up Completed Jobs Before Billing
This is the bridge between Job completion and Invoice sent. If your business uses the Invoice & complete path, an invoice draft is pre-fill…