---
title: Xero
slug: xero
description: Access the complete MYFUNDBOX–Xero integration documentation. Set up syncing, automate recurring payments, and manage your accounting smoothly with clear step-by-step guidance.
icon: 📄
docTags: 
createdAt: 2025-10-31T04:48:50.774Z
---

### xero User Documentation

This document describes how a user can create an account in Xero and use it in the MYFUNDBOX subscription product.

### Creating a Xero Account  

  Step 1:  Go to xero.com and click on Try xero for free button

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/ohyE9s8_dIuZhg3p997iH_.blob)

Step 2: Enter your details and click on the next button. 

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/fTh972o1UJDs8tEPLaEgI_.blob)

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/dpiEELEO1ltEJPtt2UPPX_image.png)



Step 3: You will get notified for confirmation; go to your entered email for confirmation mail.

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/b2hEDgq4YjoqC4u4-SB48_.blob)

Step 4: Click on let’s get started 

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/9x3Ebq_sbwkyGh1TIDWr9_.blob)



Step 5: Enter you new password and click "Activate Your Account."

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/QzX8NL5VCkAdwBBTFnjL9_.blob)

  

Step 6: Enter your business details and click "Start Trial."

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/zD3FWAXCRc5xiajqhH2aL_.blob)

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/30XT06SgX8vWoh-7Vjjj-_image.png)

Step 7: you will be asked some questions to personalize your account

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/9_iqPpb8ropK3kjGscmpn_image.png)

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/OqN8fV7r4fYDvDNKvyXBN_image.png)

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/FxQ0amra2yyL4PpyKVX0x_image.png)

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/1XJHPObiHNFSo4KCXk5WC_image.png)

### Retrieving credentials from xero

Step 8: Go to xero developer.com and enter the same mail id and password used in xero.com to log in to the Xero developer account.

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/dGsOF938VlfTXCd7N7oVn_.blob)

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/QQqOnbdHmsOOx-36Lwn5h_.blob)

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/DYHXgs3DR39ofmxD3qjEU_.blob)



Step 10: Enter the app name and type of your app

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/ADdzofIyf_V5LOjQosXH7_image.png)



Step 11: Give your application URL and redirect URI for your app and click on "Create App."

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/WKCNJG9FJnyTUCN5Kv7yb_image.png)

Step 12: go to configuration in xero developer login after clicking the app you created

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/INQPfi2FDLlx82pSxSW_u_.blob)

Step 13: click on the "Generate a Secret" button. 

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/qdy7zXRRkb2uGu-MDIHFX_.blob)

Step 14: copy the credentials and go to MYFUNDBOX subscriptions page

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/oiksa-SQ_OhsTq3NUZeUb_image.png)

###

### Connecting to MYFUNDBOX Subscription

Step 15: Go to the MYFUNDBOX subscription, click on the configuration module, click on the integration section, and click on connect to Xero.

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/r801jTLba6DvLQVUm2oQB_image.png)

Step 16: enter the client and client secret from the xero developer account and click on save button

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/TXBAiwwcTm5K8LWXnZuDS_.blob)

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/97291hVvLxTeD5_Fd0MVP_image.png)



Step 17: click continue with the organization selected in the redirect page

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/PbTa5OPV7TAjZmahde2_U_image.png)



Successfully connected to xero

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/rQAm_gyVKVl4BwpLAKDyg_.blob)



### Xero connection configuration

Step 1: Click on the green toggle button to enable and disable xero. Also delete button can be used to delete xero from MYFUNDBOX.

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/xgQKUMXDLcSMYCMQ9ITBh_image.png)

###

### Xero tax rates and account codes

Step 1: Go to xero login and click on Accounting in the top bar 

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/h_gDyDFSfjfei7kjuJOfS_image.png)



Step 2: click on Advanced and go to tax rates 

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/l-fAjEm3FvMl0ahYjQTIF_image.png)



Step 3: Create a custom tax rate and give a name to display in invoice, Also fix a percentage rate to apply for the invoice:

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/bNVVVg0qO5HoMgosXNrLX_image.png)



Step 4: after creating a custom tax rate, assign this rate in the chart of accounts; for that, click on Accounting in the top bar again and look for the Chart of Accounts option: 

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/3zeS-PqQDNktjo-mndFNx_image.png)



Step 5: Now search for the type of tax you are looking for and click on it. A tab will pop up where you can assign the tax rate you created and customize the account code for that type of tax, which is important to create invoices with the tax you created in Xero.

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/CR___vk6THuGAax1uh8jf_.blob)



Step 6: To apply the tax you created in Xero for the invoice of the payments from Xero, you need that account code from the chart of accounts page where you assigned your custom tax rate. Now open your Myfundbox subscription and go to configuration and click on the More info button on Xero.

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/oTB7l_FJ64sFlXZQX0i-h_.blob)

Step 7: Click on more info and enter the account code and select the invoice type you want to create the invoice from MFB after integrating xero and click save button for both. 

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/DayQsiJES7-3Wn6NXyEdz_image.png)

![](https://api.archbee.com/api/optimize/HtD8bx0TmXiyJa9NvV54o/YglIKgXEYAGG3ANJq9FrD_image.png)