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Knowledge BaseSetting Up Xero with LEAP
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Setting Up Xero with LEAP

  • 08/10/2025
  • 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 NL 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 AccountNo VAT
    Current Asset185Unbanked FundsNo VAT
    Current Asset **120LEAP DebtorsNo VAT
    Current Asset201LEAP Debtor AdjustmentNo VAT
    Current Liability822LEAP VAT CollectedNo VAT
    Revenue410LEAP Client FeesVAT on Income
    Revenue420LEAP Cost RecoveriesVAT on Income
    Revenue430LEAP Payments ReceivedVAT on Income
    Other Income440LEAP Client CreditsNo VAT
    Direct Costs510LEAP Office PaymentsVAT on Expenses
    Expense632LEAP Discounts GivenVAT on Expenses
    Expense633LEAP Debtor Write OffsVAT on Expenses
    Expense634LEAP Payments Write OffsVAT 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 NL 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.

  1. Click Accounting > Nominal Ledger > Account Codes.

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

  3. Ensure that the Client Credits – Tax Code field is set to No VAT.

  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’ll 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  > Settings > Application Settings.

The LEAP Application Settings will open in a new window.

  1. Click Accounting > Nominal 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.

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 > Nominal Ledger.

The LEAP Nominal Ledger will open in a new window.

 

Web: Click  > Accounting > Nominal Ledger.

The LEAP Nominal Ledger - Xero 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 nominal ledger journals saving you time and effort in manually exporting them by following the steps here.

Last Modified Date
8/10/2025 1:48 am
Title
Setting Up Xero with LEAP
URL Name
Using-Xero-with-LEAP-UK

Resolution
Office Accounting
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Setting Up Xero with LEAP