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Knowledge BaseSetting Up Xero with LEAP
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Setting Up Xero with LEAP

  • Oct 7, 2025
  • Knowledge

How To
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Learn how to integrate Xero with LEAP by following our guide below.

 
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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

 

  1. Open Xero and log into your account.

  2. Click Settings > Chart of Accounts from the Xero Menu bar.

  3. Click Add Account and create the following accounts:

    TypeCode *Name Tax Code
    Bank110Bank AccountN/A
    Current Asset185LEAP Unbanked FundsTax Exempt (0%)
    Current Asset120LEAP DebtorsTax Exempt (0%)
    Current Asset201LEAP Debt AdjustTax Exempt (0%)
    Revenue410LEAP Client FeesTax Exempt (0%)
    Revenue420LEAP Expense RecoveriesTax Exempt (0%)
    Revenue430LEAP Expenses ReceivedTax Exempt (0%)
    Other Income440LEAP Client CreditsTax Exempt (0%)
    Direct Costs510LEAP Operating Account ExpenseTax Exempt (0%)
    Expense632LEAP Discounts GivenTax Exempt (0%)
    Expense633LEAP Receivables Write OffsTax Exempt (0%)
    Expense634LEAP Expense Write OffsTax Exempt (0%)
    * Codes are examples 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 User-added image  > Settings > Application Settings.

The LEAP Application Settings will open in a new window.

  1. Click Accounting > General Ledger > Account Codes.

  2. Enter the GL Account Codes you created in Xero.

  3. Ensure that the Client Credits – Tax Code field is set to NO TAX.

  4. 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 will need to contact LEAP Support, as any changes to the accounting basis are password protected. 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 User-added image > Settings > Application Settings.

The LEAP Application Settings will open in a new window.

  1. 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:

  1. Click Defaults tab.

  2. You’ll notice that the tax codes are already pre-filled.

  3. Select a different tax code from the drop-downs if required.

Authorize LEAP to Access Xero

 

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

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

The LEAP General Ledger will open in a new window.

 

Web: Click User-added image > Accounting > General Ledger.

The LEAP General Ledger window will open.

  1. Click Sync Now.

    The Xero login page will open in your default browser.

  2. 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.

  3. 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
10/7/2025 9:52 PM
Title
Setting Up Xero with LEAP
URL Name
Using-Xero-with-LEAP-US

Resolution
Operating Accounting
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Setting Up Xero with LEAP