Xero sync update in Practice Compliance

Hey everyone,

We wanted to share a quick update on Xero sync in Client Accounting – Practice Compliance.

 

Earlier this year Xero made a change that blocked the live sync connection between Xero and Client Accounting. Unfortunately, that block is still in place.

 

We know many of you work with clients across different business platforms, and our goal is to make that as seamless as possible. Client Accounting continues to support data from multiple sources – we believe you should have the flexibility to work with any client file or ledger type.

 

You are still able to bring Xero client data into Client Accounting easily using the CSV upload workflow.

 

It’s quick, stable, and gives you a clean, point-in-time snapshot of your client’s data to work from. Many practices are already using this workflow confidently today.

 

Live sync from MYOB Business and QBO continues as normal.

Why manual upload works well

The CSV import workflow in Client Accounting is simple to use and offers a few practical benefits:

• Control: Choose exactly when to bring in client data
• Clarity: Work from a clean, finalised set of figures for each period
• Stability: Once imported, your work isn’t affected by client-side changes
• Simplicity: Fewer steps than legacy workflows like AE/AO or MYOB-to-Xero connections

Resources to help you with CSV import

To make this process even easier, we’ve created:

• A step-by-step guide for a Xero manual import via CSV
• A short video demo for manual import via CSV

These resources walk you through exactly what to do and how to check that your file is set up correctly.

What we’re improving next

We’re making the import experience smoother and faster, with updates coming soon:

• Simplified uploads – fewer steps, closer to one-click
• Built-in guidance – in-platform help as you upload

Additionally, we are exploring single-file import to remove the need for separate current and prior-year files. This is a work in progress, and we’ll keep you updated as we work through the technicalities.

 

These improvements keep Client Accounting flexible and reliable, while giving you more control over how and when you work with client data.

 

Thanks for your patience and ongoing support on this one.