How to view all "Chart of Accounts" in Xero Integration?

Step 1: Go to Settings in Xero

• From your Xero dashboard, select your organization.

• Click Settings from the dropdown menu.
  

  

Step 2: Open Advanced Settings

• In Organization settings, scroll down and click Looking for advanced settings?
  

  

Step 3: Access Chart of Accounts

• Under Advanced Accounting, click Chart of accounts.
  

  

Step 4: Select the Relevant Account

• From the list of accounts, choose the account you want to connect (e.g., Prepayments).

• Click to Edit the details of this account.
  

  

Step 5: Enable Payments for the Account

• In the edit popup:

  • Tick  Enable payments to this account.

  • Click Save.
    

    

Step 6: Connect in CRM

• Go back to your CRM Xero integration.

• 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.