DEAR Inventory can be used either as a standalone accounting system or integrated with either Xero or QuickBooks Online. If you are already using either Xero or QuickBooks, Connect Wizard allows easy integration of these systems with DEAR Inventory.

Users will need the Integration: Accounting - Xero permission in order to use this feature. 

NOTE: This article covers the Xero Connect Wizard only. For more information on the QuickBooks Connect Wizard, see QuickBooks Connect Wizard.

Once your DEAR account is connected to Xero, the Xero Online Integration page will display the following sections:

  • Integration Settings
  • Cost of Goods Sold Maintenance
  • Connect your DEAR account to another Xero organisation
  • Disable Xero Integration on your DEAR account. This involves clicking Disable Integration on the page to disconnect Xero and DEAR.

Using the Xero Connect Wizard

The Xero Connect Wizard provides easy-to-follow steps for connecting Xero with DEAR. 

NOTE: Before proceeding with integrating Xero or QuickBooks with DEAR, you should ensure you have the correct Chart of Accounts setup. For more information, see either QuickBooks Online Integration or Xero Integration.

Start integrating Xero with DEAR using the Xero Connect Wizard:

  1. On the DEAR menu, click Integration → Xero.
  2. On the Xero Online Integration page, the details of the integration status and the flow of data between DEAR Inventory and Xero are displayed. Click Connect or Reconnect to enable Xero integration.
  3. On the Welcome page of the Xero Connect Wizard, DEAR is set to keep your data by default. You may select No and choose which data to keep or discard. Transactional data includes sales, purchases, transfers, production orders, etc.
  4. Click Continue.  If you are not already logged into Xero, you will be redirected to log in to Xero. You will then be redirected back to DEAR. Click Allow Access to let DEAR Inventory access your data.
  5. Back in the Xero Connect Wizard, on the Mapping page, the mapping of your Xero accounts with DEAR Inventory accounts is displayed. 
  6. The system to match accounts where possible. Select Xero accounts from the dropdown menus in order to match them manually. You must fully map all accounts in order to move on to the next section. 
    • The Connect Wizard will only map accounts between systems if they have the same settings. If you are missing an account, you can use the + button to add a new account to Xero if you are missing one. Alternatively, you can create a new account in Xero and then click Reload accounts from Xero to continue mapping.
  7. Click Continueto move to the Tax Mapping page. You will be able to map your DEAR and Xero tax rules. Click Next to continue when the tax rules are fully mapped. 
    • The Connect Wizard only allows tax rule mapping between Xero and DEAR if the tax rates and Sale/Purchase properties are equal. If DEAR has tax rules that do not have an equivalent in Xero, you will have to create these tax rules in Xero first. Then, click Reload tax rules from Xero to continue mapping.
  8. You will be taken to a confirmation page. Data migration is non-reversible. Type I would like to update all transactions into the text field, then click Confirm to connect DEAR with Xero.

While mapping is ongoing, your DEAR account will be locked and all users, including you, as the master user, will not be able to access DEAR Inventory. After the migration is done, DEAR will send you an email, which will contain a link to the page in DEAR where you can export historical data to Xero. If there is any error during migration, the email will contain information about the error, and you will be asked to contact DEAR Customer Support.

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