Tips and Tricks for Using Xero or QuickBooks with Practice Pro + Accounting

Modified on Wed, 9 Oct at 11:56 AM

If you are setting up a brand new Actionstep System and you plan to use an accounting integration like Xero or QuickBooks, it's recommended you first choose to set up the internal Actionstep accounting option.

Setting up Actionstep Accounting before connecting your integration will give you access to the Accounting menu and ensure that you will be able to see the Xero and Quickbooks mapping options. If you integrate without (or before) setting up the internal accounting system, you will not have access to these options.

This Accounting menu will not be visible under the following circumstances:

If you have upgraded from Practice Pro to Practice Pro + Accounting and were already connected with QuickBooks or Xero.
You created a new system and chose QuickBooks or Xero as your accounting option on the setup (as shown in the image above)

CAUTION: If you choose Xero or QuickBooks initially and then want to see the Accounting menu and mapping options, there are no options to revert your accounting setup selection. Instead, you will need to create a new system and migrate your data over.