If you are unable to view your Chart of Accounts in your CRM after connecting with Xero, follow the steps below to enable it.
Step 1: Go to Settings in Xero
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From your Xero dashboard, select your organization.
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Click Settings from the dropdown menu.
Step 2: Open Advanced Settings
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In Organization settings, scroll down and click Looking for advanced settings?
Step 3: Access Chart of Accounts
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Under Advanced Accounting, click Chart of accounts.
Step 4: Select the Relevant Account
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From the list of accounts, choose the account you want to connect (e.g., Prepayments).
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Click to Edit the details of this account.
Step 5: Enable Payments for the Account
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In the edit popup:
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Tick ✅ Enable payments to this account.
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Click Save.
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Step 6: Connect in CRM
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Go back to your CRM Xero integration.
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Under Connected Account, select the account you just enabled (e.g., Prepayments).
✅ Once done, your Chart of Accounts will now be visible and ready to use in your CRM.