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Post Info TOPIC: Xero & paypal


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Xero & paypal
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Hi

I have a client who uses Xero, they came to me to get them brought up to date.  We have had a bit of a nightmare as they use multiple currencies through paypal and after some issues - importing manually and struggling to reconcile - we deleted the imports and discovered that each Currency needs to be set up as a seperate paypal account.  Part of the iussue was cuased by them not having put all expenses into Xero so I had nothing to match with

We tried setting up autofeeds but that seemed to cause issues with missing and duplicate transactions as well so we have deleted all the imports, made sure that all the invoices (in and out) are in Xero but now the client wants to know the next step.  They are reluctant to reset up the auto feed and ideally don't want to have to work with multiple paypal accounts.  They feel it's taking up too much of their time and I agree but am not sure what to recommend to make their life easier. 

Has anyone successfully used Paypal and Xero, in particular multi currency, and do you have any handy tips.  

Thanks

Alison

 



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Alison - Simply Balanced Solutions



Expert

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Posts: 1501
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Speak to the support team at Xero.

They will help you out.



__________________

Mark Stewart CA

http://stewartaccounting.co.uk/

Providing accounting, bookkeeping, payroll and tax services to small and medium sized businesses across Central Scotland and beyond.

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