Assigning Default Sales Account by Variant for XERO integration

TradeGecko allows you to assign sales orders that are synced to your accounting integration via a default sales account. You can assign these default sales accounts either by Relationship, Variant or Sales Channel.  To assign a default sales account to a Relationship, follow these instructions.  

Note
For TradeGecko accounts with Quickbooks integration, you can only assign your Default Sales Account by Variant.

To check your current default settings, go to Settings > Configuration> Set Up Defaults.

Under default sales account you will have the option to choose between Company, Variant or Sales Channel. Select Variant. 

setup_defaults.png

To assign a Default Sales Account ledger by variant go to Inventory > Variants. Select the Variant you wish to assign a Default Sales Account to. 

In the Details tab, scroll down to Default Sales Account and choose the desired Sales ledger. Save the change.

default_sales_account_on.png

Alternatively, you can do this in bulk - Update Existing Products via CSV.

Go to Inventory > Products > Bulk Manage > Update Existing Products > choose "No I need to download a list of my products."

Choose Default Sales Ledger then click Build Product Sheet.

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Download the Product Sheet > edit the CSV file and input the Sales Ledger account (e.g. Sales).

csv_template.png

Once you have edited in the required data in the downloaded CSV file, you'll need to upload the product sheet.

Now, the value of the variant in your invoice will sync to the default sales account you have set. If no default sales ledger is set on your variant, the value will sync to the default sales ledger found on your Xero integration's Ledger Account's tab.

If you are unsure how to set up your sales account or other ledgers, check out the following articles:

1. Xero Accounting Integration , setting up custom ledgers for Xero 

2. Quickbooks Accounting Integration

 

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