...
Top of Form
Bottom of Form
Articles in this section
Business - Importing Financial Data (Xero)
7 months ago
Updated
| Info |
|---|
This article provides instructions on how to import financial information from Xero. |
Follow the instructions below to import Income Statement and Balance Sheet information from Xero into an existing business return in CrosslinkCrossLink.
| Note |
|---|
...
Financial Statement Import is not available for exempt organization, estate or trust returns. |
...
1. While inside a business return, select Return, then select Import Xero Data. On the following screen, select “Yes” to connect to Xero and import the applicable data.
...
2. Once the data has been imported, the Imported Income Statement Information and Imported Balance Sheet Information worksheets will appear in the Attached Forms If no information appears in these worksheets, review the data file you created.🖐 Note: worksheets
| Note |
|---|
Worksheets must be properly formatted as a .csv file. |
3. Once the data has been imported into the return, navigate to the Tax Line Mapping column on each of the Import Worksheets. Choose the appropriate tax line mapping for the item of income or expense (Income Statement) or asset, liability, or equity item (Balance Sheet).
...
6. If any of the tax line mappings need to be changed for any item, navigate to the applicable line on the Imported Information worksheet(s), update the Tax Line Mapping, and press the Recalc button to refresh all data within the return based on the updated information.
Was this article helpful?
Yes No
0 out of 0 found this helpful
Recently viewed articles
Business - Starting a 990-PF return for a Private Foundation
Business - Starting a 990-N E-postcard for a Qualified Tax Exempt Organization
Related articles
© CrossLink Professional Tax Solutions, LLC. All rights reserved. | KB Home | 800.345.4337 | Contact Us
Terms and conditions, features, support, pricing, and service options subject to change without notice.
Privacy Policy | Website Terms of Use | Social Media Disclaimer | SMS Messaging Terms