Double’s Xero integration provides full visibility into your client’s accounting data, including transactions, contacts, accounts, files, and more.

The integration runs through the Double Chrome extension, enabling you to view and update information directly within your workflow.

In order to edit Xero transactions in Double, you need to install Double's Chrome Extension. This enables what we call the editing connection.

After you have installed the extension, a Xero window will pop open when you go to a client's close, and any time it needs to reestablish the editing connection (usually daily). Once this window has opened and loaded Xero, you can close it.

In Xero, editing permissions can be confirmed by navigating to Accounting > Advanced > Find and Recode. If the Find and Recode option is not visible, Xero permissions will need to be updated before transactions can be edited in Double.

When a client’s Xero file is connected to Double, a cache is created. The Xero cache is Double's local copy of the accounting file. This process is typically quick, although with larger files it may take several minutes to complete.

Reload the Xero cache of transaction data at any point by going to the top of the close page and selecting ... > Reload Xero data.

If anything ever appears out of sync while working in the Xero file, a hard refresh of the Xero cache can be initiated to pull all Xero data again from scratch.

Receiving an error message while editing a transaction?

Follow the guide below to rule out any common Xero issues.

This is the most common reason why the editing connection to Xero can fail, and it's an easy fix. Just click the link in the error message, or refresh your page in Double.

If it's your first time using the Chrome Extension, and you don't see a Xero window open, your browser may be blocking pop-ups. You may also see an error like the ones below.

To fix this, make sure to allow pop-ups and redirects, and click Done. Then refresh the page and try again.

Editing transactions in Double only works if you have installed the Chrome extension.

If you still don't see a Xero window open, and all of your website settings allow pop-ups and redirects, your Chrome Extension may not have been given the appropriate permissions.

To fix that, paste the following link in your browser bar:

And make sure your settings have granted access to all of the required sites:

To manually update your Chrome extensions,

Chrome will automatically check for updates on its own schedule, but this process forces an immediate check for all installed extensions.

If you run into an error that looks like the below in Double (The [System Generated] 1099 contacts group does not exist in Xero), it indicates that Double was unable to add your contact as a 1099 contact in Xero. This happens when we are not able to find the right contact group in your Xero file.

To add this contact group:

If there is an issue establishing a connection to the Xero file, try disconnecting the app from Xero (here's a link where you can manage your apps).

From there, refresh your browser in Double and reconnect the Xero file. If issues persist after trying that, please contact support.

You won't see your payment fees appear in Xero. Instead, you'll see them in your Double bill.

Data sync is real-time, so you will always have the latest data. Read more on that here.

A/P Aging Summary and A/R Aging Summary reports are not supported for Xero clients in Double at this time.

Yes! Xero reports can be run on a cash or accrual basis.