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Import tax codes, account codes (nominal) and bank codes from Xero/QuickBooks/FreeAgent

Import tax codes, nominal account codes and bank accounts from Xero, QuickBooks or FreeAgent into Zigaflow's financial settings.

Depending on which accounts system you are connected to, the labels will vary, but the process is the same.

You can import the following:

Tax Codes - Xero, QuickBooks, FreeAgent

Nominal Codes - Xero, QuickBooks, FreeAgent

Bank Accounts - Xero, QuickBooks

Once this is done, we recommend applying these to all existing items in Zigaflow and invoices. Once an item is updated in the list and then added to a quote, copied to the job, and then the invoice, it will have the correct codes.

Open financial settings

1. Click on the Cog

Zigaflow Dashboard with the settings cog icon highlighted in the top-right toolbar, next to the notifications bell

2. Click "Financial Settings"

Settings menu list with Financial Settings highlighted by an orange click marker, between e-Signatures and Import Center

Import account codes

3. Scroll down to 'Account Codes' and click "Import from Xero/QuickBooks/FreeAgent"

Financial Settings page with the Import from Xero button highlighted in the Account Codes section above the codes table

4. To import a code, click "Add"

Import from Xero dialog listing account codes, with the Add button highlighted for code 325 Direct Expenses

5. Click "×"

Import from Xero window listing account codes with Add buttons, with the close (×) button highlighted at top right

Import bank account codes

6. To import a bank account code, scroll down to Click "Import from Xero/QuickBooks"

Financial Settings screen with the Import from Xero button highlighted in the Bank Accounts section

7. Click "Add" to import a bank account - this is used for marking payments against invoices for Stripe and Shopify orders.

8. Click "×" to close

Import dialog with a list showing Rate and Add columns, with the × close button highlighted in the top-right corner

Import tax codes

9. Scroll down to "Tax Codes" and click on "Import from Xero/QuickBooks/FreeAgent"

Tax Codes table with rates and Xero Account Code columns, with the Import from Xero button highlighted above it

10. To import a code, click "Add"

Import from Xero dialog listing tax codes with Sales tags, with the Add button highlighted on the NONE "No VAT" row

11. Click "×" to close

Tax rate import popup listing Exempt Income and Zero Rated EC rates with Add buttons, close "×" button highlighted top right

Learn more: the Xero integration

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