> ## Documentation Index
> Fetch the complete documentation index at: https://docs.vouchergrid.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Xero Integration

> Connect Xero, map accounts, and understand what syncs automatically

VoucherGrid syncs gift voucher transactions to Xero as journal entries, so your accountant always has up-to-date liability and revenue figures. Available on **Premium** and **Professional** plans.

## Connect Xero

1. Go to **Settings** → **Connections**
2. Click **Connect Xero**
3. Sign in to your Xero account and authorise VoucherGrid
4. You'll be redirected back with a confirmation message

## Set up account mapping

After connecting, you need to tell VoucherGrid which Xero accounts to use:

* **Sales Revenue** – where voucher revenue is recognised (Revenue-type account)
* **Voucher Liability** – where unspent voucher balances sit until redeemed or expired (Current Liability-type account)
* **Bank / Cash** – the account that receives payment (Bank-type account)

<Tip>
  **Don't have these accounts in Xero yet?** Click **Set up for me** and VoucherGrid will create "Gift Vouchers Outstanding" (liability) and "Gift Voucher Sales" (revenue) accounts in your Xero organisation automatically.
</Tip>

Once selected, click **Save Account Mappings**.

## What gets synced

VoucherGrid creates Xero journal entries for these events:

| Event                       | What happens in Xero                                                      |
| --------------------------- | ------------------------------------------------------------------------- |
| **Voucher sold**            | Debit Bank, Credit Liability (GST deferred for face value vouchers)       |
| **Voucher redeemed**        | Debit Liability, Credit Revenue (GST recognised at redemption)            |
| **Voucher expired**         | Debit Liability, Credit Revenue (breakage – remaining balance recognised) |
| **Voucher voided/refunded** | Debit Liability, Credit Bank (reversal)                                   |

For **non-face value vouchers** (where GST applies at the time of sale), GST is recognised on the sale itself and no journal is needed at redemption.

Each journal entry includes a narration like "Gift Voucher Sale - ABC12345" so your accountant can trace it back to the specific voucher.

Sync runs automatically – a nightly sweep catches anything that wasn't synced in real time, and token refresh runs every 20 minutes to keep the connection alive.

## Disconnect Xero

1. Go to **Settings** → **Connections**
2. Click **Disconnect** on the Xero card
3. Confirm the disconnection

Previously synced journal entries remain in Xero. You can reconnect at any time.

## Troubleshooting

**"Xero permissions need updating" banner:** Your Xero authorisation has expired or changed. Click **Disconnect & Reconnect** to re-authorise.

**Journals not appearing in Xero:** Check that your account mappings are saved (Settings → Connections → Xero). If mappings are blank, the sync has nowhere to post entries.

<Note>
  Accounting sync issues don't affect your vouchers. Customers can still purchase, receive, and redeem vouchers even if the integration is temporarily disconnected.
</Note>