ConnectBooks sends all transaction data to a single customer in Xero. ConnectBooks generates a unique customer name for each store, using the marketplace name from ConnectBooks (e.g., cb-Walmart/ cb-Amazon).
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To change the default customer, select your preferred customer from the dropdown menu.

Select the bank account where the marketplace deposits your payouts.

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Choose how to break down your sales and transactions in Xero:

ConnectBooks automatically generates a default chart of accounts for all marketplace fees. You can view the list on the Advanced Mapping page for every new sale or fee.

The first column displays the item/fee description

The second column displays the account name & type

The third column lets you override accounts and change the default account. Use the dropdown menu to choose the desired account.

Note: We display the full chart of accounts for all marketplace fees, even if they don't directly impact your store. ConnectBooks will only use and create these accounts if they directly hit your account.
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If you prefer to manually map fees only when they directly affect your account, contact support
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For bulk item uploads via Excel, click on "CSV Bulk Update."

A pop-up will appear where you can either download our template or upload your file.

Once setup is complete, remember to press "Save and Complete Setup."

Your account configuration is complete. For further details on our advanced features, explore our article library. Feel free to contact support with any inquiries.