Xero guidance page - header

Xero Integration

Xero Logo   CaseWare_Cloud

Receipts and Purchases

arrow Trial Balance

Receipts and Purchases

arrow Transactions
Manual Journal Coming Soonarrow

Journal Adjustment


From the Trial Balance tab within your Cloud engagement, select Xero from the import options: 

CaseWare import options

Select Connect: 

Connect Xero to CaseWare

Login using your Xero user credentials, select the relevant entity and select Allow users: 

Xero login

CaseWare import hub


Ensure the period data option is applied appropriately for the engagement and select Import: 

Xero import data

Once imported, the Xero nominal accounts will need to be assigned: 

Xero nominal codes

Select accounts to see a list of suggested groupings and select the best fit: 

CaseWare accounts mapping

Once your Trial Balance is mapped, you are ready to continue with the assignment: 

Mapped Accounts

Coming soon to CaseWare Cloud

CaseWare_Cloud Coming Soon Xero Logo

Invoice generated

arrow New sales invoice

New client invoiced

arrow New customers created
Invoice closed arrow

Invoice settled



How do I obtain a login to my client’s Xero account?

You will need to ask your client to add a new user to their Xero account and provide you with ‘Adviser’ access rights.

How do I disconnect from my client’s Xero account?

Whilst logged in to Xero, click on the organisation name, select Settings, then click Connected Apps.  On the Connected tab, click Disconnect App next to the app you want to disconnect.  Click Disconnect App to confirm.

What if my client makes changes to their account after I have imported their Xero Trial Balance?

Where necessary you can reimport the Xero data as many times as you need.

Are the Xero nominal accounts retained in CaseWare?

Yes, your client’s Xero nominal accounts are retained and are simply assigned to the appropriate groupings in your CaseWare Cloud engagement.  This is really helpful for maintaining a clear audit trail.

What if my client has customised their nominal accounts in Xero?

The import will provide your CaseWare Cloud engagement with a full list of ALL nominal accounts from your client’s Xero account, so you won’t miss anything.

Can I import a full list of transactions from Xero?

Yes, just make sure the ‘Import transaction data’ option is ticked before you hit Import.

Can I send my journal adjustments to my client’s Xero account using the Xero integration?

Not yet, but we expect this feature to be implemented soon.