Managing Contacts in Xero (Customers and Suppliers)

Managing contacts in Xero, whether they are customers or suppliers, is essential for efficient accounting and financial management. Here’s how to manage and organize your contacts in Xero:

Adding Contacts:

1. Log In to Xero:
   • Start by logging in to your Xero account using your credentials.
2. Access the Contacts Section:
   • From the Xero dashboard, navigate to the “Contacts” section in the left-hand menu. Here, you will see options for both “Customers” and “Suppliers.”
3. Adding Customers:
   • To add a customer, click on “Customers” and then click the “Add Customer” or “New Customer” button, typically located at the top right.
4. Adding Suppliers:
   • To add a supplier, click on “Suppliers” and then click the “Add Supplier” or “New Supplier” button, typically located at the top right.
5. Enter Contact Details:
   • Fill in the contact details for the customer or supplier. Include information such as their name, email address, phone number, physical address, billing address, and any additional notes or details that may be relevant.
6. Save Contact:
   • After entering the contact details, click the “Save” or “Create” button to add the contact to your list of customers or suppliers.

Editing Contacts:

1. Access the Contacts Section:
   • Navigate to the “Contacts” section in the left-hand menu and select either “Customers” or “Suppliers.”
2. Locate the Contact:
   • Find the customer or supplier you want to edit in the list of contacts.
3. Edit Contact:
   • To edit the contact’s details, click on the contact name or look for an “Edit” or “Modify” option associated with the contact.
4. Edit Details:
   • Modify the contact’s information as needed. You can update their name, contact information, address, and any other relevant details.
5. Save Changes:
   • After making the necessary edits, click the “Save” or “Update” button to save the changes to the contact.
6. Review and Verify:
   • After saving the changes, review the contact details to ensure they are accurate.
7. Repeat as Needed:
   • You can repeat the process to edit other contacts in your customer and supplier lists as required.

Deleting Contacts (if necessary):

• To delete a contact, locate the contact in your list of customers or suppliers, and then look for a “Delete” or “Remove” option associated with the contact. Be cautious when deleting contacts, as it may impact your transaction history.

Additional Contact Management:

• Xero offers additional features for managing contacts, such as grouping contacts into contact lists, creating repeating invoices or bills for recurring transactions, and setting up default sales and purchase settings for specific contacts. Explore these features in the Contacts section to streamline your accounting processes further.

Are you a small business owner in need of precise and reliable financial management? Our skilled bookkeeper for small business services are here to help you maintain accurate records and streamline your financial processes, ensuring your peace of mind.

Efficiently managing your contacts in Xero ensures that you have accurate and up-to-date information for your customers and suppliers, simplifying tasks such as invoicing, bill payments, and financial reporting.