These settings tell ConnectBooks where to put each store's numbers in Xero. You set them when you add a store. You can change them later under Stores & Files.
Channel Name
ConnectBooks puts all of this store's sales under 1 customer in Xero. We create it for you and name it "CB-" plus your store's name, like "CB-My Amazon Store". Pick a different customer if you want.
Bank Account
Pick the bank account the marketplace pays you into. You can change it any time.
Breakdown Xero Invoices
On Diamond and Platinum (not Lite), choose how sales are grouped into invoices:
Weekly: 1 invoice a week.
By Settlement (recommended): 1 invoice per payout. If a payout crosses into a new month, it's split into 2.
Multi-Currency
Only for Amazon stores that sell in a different currency than your Xero. Choose which currency to use in Xero, or let ConnectBooks convert it for you.
Tracking categories
Want everything from this store tagged in Xero? Click "Configure Advanced Settings", tick "Use Default Tracking Category", and pick the category and option. This only shows if you have tracking categories set up in Xero.
Advanced Mapping
This shows which Xero account each sale and fee goes to. We set it up for you.
First column: the sale or fee.
Second column: the account it goes to now.
Third column: pick a different account if you want.
The list shows every possible fee, even ones your store never gets. ConnectBooks only creates an account when a fee actually happens.
To change many at once with Excel, click "CSV Bulk Update". You can download our template or upload your file.
When you're done, click "Save & Complete Setup".
Frequently asked questions
I can't find the "cb-Amazon" customer.
Look for "CB-" plus your store's name.
Where do I find these settings later?
Go to Stores & Files and click the store. On the Accounting tab, under Accounting Settings, click Settings, then open the Xero tab. Advanced Mapping has its own tab next to it.