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).

FAQs

How do I disconnect from Xero?

You can disconnect PixieBooks from Xero directly from your PixieBooks dashboard.

Sign in at app.pixiebooks.com, locate the organisation you want to manage, and select Disconnect from Xero. You’ll be asked to confirm before the connection is removed.

If you’re unable to find the disconnect option, or the connection doesn’t remove as expected, contact us at
[email protected] and we’ll help you resolve it.

I don’t have the correct permissions to connect my Xero organisation

If you can log into your business’s Xero account but don’t have the permissions required to connect your organisation to PixieBooks, you’ll need to ask your Xero account administrator to complete the first part of the setup.

Once they’ve connected the Xero account and selected your organisation, you’ll need to ask them to either:

Once PixieBooks is connected to your organisation, you’ll be able to log into the PixieBooks dashboard with your Xero account at app.pixiebooks.com to view your account and manage your subscription.

Send this link to your accountant or organisation administrator so they can read the step-by-step instructions or follow along with the video:

PixieBooks for Xero set up guides

What if I don’t have access to my Xero account?

If you don’t have access to your Xero account, you can still use PixieBooks, but you won’t be able to set up or manage the connection yourself.

You’ll need to ask your accountant or Xero organisation administrator to either:

Send this link to your accountant or organisation administrator so they can read the step-by-step instructions or follow along with the video:

PixieBooks for Xero set up guides

Can I cancel my subscription? 

Yes. If you’re unhappy with PixieBooks for any reason, you can cancel your subscription via the PixieBooks dashboard.

  1. Sign in at app.pixiebooks.com.
  2. Click Manage subscription.
  3. If you subscribed before we moved to Stripe, you’ll be taken to Xero, where you can cancel your subscription.
    If you subscribed after the move to Stripe, you’ll be taken to Stripe, where you can manage your subscription.

Contacting support 

If you encounter issues that cannot be resolved through the troubleshooting guide or would like to report a PixieBooks error, please fill out the form or send us an email at [email protected].