Chart of Accounts

When you start using PixieBooks, you might notice that bills are sometimes assigned to the wrong account. For example, a receipt you wanted to be submitted to Motor Travel might instead be allocated to Motor Vehicles.

This happens because PixieBooks automatically assigns bills to the account it thinks is most relevant. In Xero, there’s a pre-set chart of general accounts designed to cover the most common expenses. The problem arises when two accounts have similar names or purposes — PixieBooks may choose the wrong one.

To resolve it , watch this video or follow the instructions below:

How to resolve it

• If the incorrect account is one you don’t use, archive it so it’s no longer available for allocation.
• If the account is one you do use, rename the two similar accounts to something more specific. This helps PixieBooks distinguish between them and reduces the chance of future mix-ups.

How to find and update your chart of accounts in Xero

1. Go to xero.com and log in.
2. Navigate to Accounting > Chart of accounts.
3. To archive an account, tick the box next to it, then at the top of the chart click Archive (next to the red Delete button).