How to View All Xero Chart of Accounts in GoHighLevel
If you manage projects in ClickUp and client billing in GoHighLevel, keeping your accounting data clean in Xero is critical. This guide explains, step by step, how to view every chart of account that has been synced from Xero into your GoHighLevel account so your invoices and payments stay properly mapped.
The process is straightforward once Xero is connected, but it helps to know exactly where to click and what each option means. Follow the instructions below to see and confirm all available accounts before you start generating invoices from your CRM and funnels.
Prerequisites for Using Xero with GoHighLevel
Before you can view the chart of accounts inside GoHighLevel, make sure the basic integration setup has been completed and that you have the correct permissions.
- An active GoHighLevel account with admin or billing permissions.
- An active Xero organization with a configured chart of accounts.
- Successful Xero–GoHighLevel connection already established in your integrations area.
- Access to the sub-account (location) where you want to review the accounts.
If the integration is not yet connected, first complete the Xero setup based on the official instructions in the original article here: Xero integration help document.
Accessing the Xero Integration in GoHighLevel
Once Xero is connected to GoHighLevel, you can access the chart of accounts from the integrations area. The exact menu labels may vary slightly depending on interface updates, but the flow remains the same.
Step 1: Log in to GoHighLevel
- Open your browser and sign in to your GoHighLevel account using your admin credentials.
- Select the correct sub-account (location) where the Xero integration is active.
Being in the correct sub-account ensures you see the right Xero organization and associated chart of accounts.
Step 2: Navigate to the Xero Integration Page
- From the left-side navigation, go to the settings or integrations section of GoHighLevel.
- Locate the Xero integration tile or menu entry.
- Click the Xero integration to open its configuration and mapping options.
This page is where you control how GoHighLevel communicates with Xero and where you can review all available accounts.
Viewing All Synced Chart of Accounts in GoHighLevel
After you open the Xero integration area, you will see options related to accounting configuration, including the chart of accounts. These settings are typically used for invoice line item mapping, tax settings, and payment tracking.
Step 3: Open the Chart of Accounts Section
- Inside the Xero integration settings, look for a tab or section labeled similar to Chart of Accounts, Accounts, or Account Mapping.
- Click that section to display all Xero accounts currently synced into GoHighLevel.
The page will list each account that Xero shares with GoHighLevel, allowing you to confirm which accounts can be used for revenue, expenses, and other accounting entries.
Step 4: Understand the Chart of Accounts List
The chart of accounts view inside GoHighLevel is based on what is configured in Xero. Typically, you will see:
- Account name – the descriptive title from Xero (for example, “Sales”, “Consulting Income”, “Advertising Expense”).
- Account code – the numeric or alphanumeric code assigned in Xero.
- Account type – such as revenue, expense, asset, liability, or equity.
- Status – whether the account is active or archived in Xero.
GoHighLevel reads these details from Xero so you can associate the right accounts with specific invoice items, taxes, or products in your funnels and pipelines.
Using GoHighLevel Chart of Accounts for Mapping
Once you can view all accounts, the next step is ensuring that your data flows to the correct places in Xero whenever you create invoices or process payments in GoHighLevel.
Step 5: Map Products and Services to Xero Accounts
- While in the Xero integration area of GoHighLevel, locate any mapping or invoice settings section.
- Select default revenue accounts from the chart of accounts list for your main products or services.
- Optionally, map different GoHighLevel items to specific Xero accounts if you track income by line of business or campaign.
By mapping items correctly, each invoice created in GoHighLevel will post to the correct chart of account in Xero, reducing manual corrections later.
Step 6: Verify Tax and Payment Settings
- Confirm that any tax codes available in GoHighLevel are associated with appropriate tax accounts in Xero.
- Review payment-related accounts so that bank or clearing accounts are correctly chosen from the Xero list.
- Use the chart of accounts view to confirm that the accounts you expect to use are active and available.
This verification step ensures that your accounting reports in Xero accurately reflect sales and collections generated through GoHighLevel.
Troubleshooting Chart of Accounts Visibility in GoHighLevel
If you cannot see all of your Xero accounts in GoHighLevel, or something appears out of sync, there are a few common issues to check.
Step 7: Refresh the Xero–GoHighLevel Connection
- Disconnect and reconnect the Xero integration if the chart of accounts list appears incomplete.
- After reconnecting, return to the chart of accounts section and confirm that the full list is visible.
- Check that the correct Xero organization is selected if your credentials have access to multiple entities.
Refreshing the connection often resolves minor syncing issues between Xero and GoHighLevel.
Step 8: Review Account Configuration in Xero
- Log in to Xero directly and open your chart of accounts.
- Confirm that the accounts you expect to see in GoHighLevel are active and not archived.
- Ensure new accounts have been fully saved and are compatible with any integration limitations (such as type or status).
Because GoHighLevel reads data from Xero, any changes or restrictions in Xero will affect what appears in the integration view.
Best Practices for Managing Xero Accounts with GoHighLevel
To keep your reporting clean across both systems, follow these best practices when working with Xero and GoHighLevel together.
- Standardize account naming: Use clear, consistent names in Xero so it is easy to choose the right account when mapping items in GoHighLevel.
- Limit unnecessary accounts: Avoid creating redundant income or expense accounts, which can complicate your mapping inside GoHighLevel.
- Document mappings: Keep a simple reference document listing which GoHighLevel products, services, or funnels map to which Xero accounts.
- Review regularly: Periodically open the chart of accounts view in GoHighLevel to confirm it still matches your structure in Xero after any accounting updates.
Where to Get More Help with GoHighLevel and Xero
If you need strategic guidance on configuring your CRM, funnels, and accounting stack, you can explore implementation resources and consulting services at Consultevo. For the latest official integration steps and screenshots directly from the platform, always refer to the original GoHighLevel documentation, including the source article used for this guide: how to view all chart of accounts in Xero integration.
By understanding how to view and use the full Xero chart of accounts inside GoHighLevel, you can create accurate invoices, reduce reconciliation work, and maintain a clean, auditable link between your marketing activity and your accounting records.
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