Customer Match

1 min

Congratulations, you've almost completed the setup steps of Breadwinner for Xero!

Let's now get Xero Customers matched.

Setup page before Account Match

In the Customer Match, you can map your Xero Customers to existing Accounts using the Suggested Match, Create New Accounts, Manually match, or Ignore the match radio buttons.

Breadwinner for Xero Account match options page

Account Match selection page