Setting Up Xero with LEAP

03/12/2025
Knowledge

How To

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Before you can use Xero with LEAP, you’ll first need to have your Xero account up and running. You’ll then need to set up the chart of accounts in both Xero and LEAP.

Add GL Account Codes to Xero

Open Xero and log into your account.
Click Settings > Chart of Accounts from the Xero Menu bar.

Click Add Account and create the following accounts:

Type	Code *	Name	Tax Code
Bank	080	Bank Account	BAS Excluded
Asset	085	Unbanked Funds	BAS Excluded
Asset **	630	LEAP Debtors	BAS Excluded
Asset	620	LEAP Debtor Adjustment	BAS Excluded
Current Liability	822	LEAP GST Collected	BAS Excluded
Income	210	LEAP Client Fees	GST on Income
Income	220	LEAP Cost Recoveries	GST on Income
Income	230	LEAP Payments Received	GST on Income
Income	240	LEAP Client Credits	BAS Excluded
Direct Costs	310	LEAP Office Payments	GST on Expenses
Expense	410	LEAP Discounts Given	GST on Expenses
Expense	420	LEAP Debtor Write Off	GST on Expenses
Expense	430	LEAP Payments Write Offs	GST on Expenses
* Codes are examples only
** Accrual accounting basis only

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To learn more about adding accounts in Xero, click here.

Add GL Account Codes to LEAP

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Desktop: Click the LEAP Menu > Settings > Application Settings.

The LEAP Application Settings will open in a new window.

Web: Click > Settings > Application Settings.

The LEAP Application Settings will open in a new window.

Click Accounting > General Ledger > Account Codes.
Enter the GL Account Codes you created in Xero.
Ensure that the Client Credits – Tax Code field is set to BAS Excluded.
Click Save.

Set Your Accounting Basis

When LEAP is configured by one of our consultants, they will set your accounting basis as you require. If you wish to change your accounting basis, you’ll need to contact the LEAP Certified Consultant, as any changes to the accounting basis are password protected. It is also advisable to seek advice from your bookkeeper before making any changes to ensure compliance and accuracy.

For more information about the accounting basis, click here.

Verify Tax Codes

After your accounting basis has been set up, the relevant tax codes will be automatically imported into LEAP. To check or make any changes to the tax codes:

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Desktop: Click the LEAP Menu > Settings > Application Settings.

The LEAP Application Settings will open in a new window.

Web: Click > Settings > Application Settings.

The LEAP Application Settings will open in a new window.

Click Accounting > General Ledger > Tax Codes.

The appropriate tax codes for your selected accounting basis are displayed. It’s a good idea at this point to check that the default tax codes have been selected in the Defaults section. To check your default tax codes:

Click Defaults tab.
You’ll notice that the tax codes are already pre-filled.
Select a different tax code from the drop-downs if required.

Authorise LEAP to Access Xero

The final step in setting up Xero and LEAP is to authorise LEAP access to Xero.

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Desktop: Click the LEAP Menu > Accounting > under Office Accounting > General Ledger Link.

The LEAP General Ledger will open in a new window.

Web: Click > Accounting > General Ledger.

The LEAP General Ledger window will open.

Click Sync Now.

The Xero login page will open in your default browser.
Enter your Xero credentials and click Log in.

Once you’ve completed all the above steps, you’ll be able to start using Xero with LEAP.
You're able to set up LEAP to automatically export your general ledger journals saving you time and effort in manually exporting them by following the steps here.

Last Modified Date

3/12/2025 8:54 am

Title

Setting Up Xero with LEAP

URL Name

Using-Xero-with-LEAP

Resolution