If you're running an agency on GoHighLevel and using Xero for accounting, you need to see your full Chart of Accounts inside your CRM. Without it, you're disconnected—manually toggling between platforms, missing sync opportunities, and creating bottlenecks in your workflow. This guide walks you through exactly how to view and enable your Chart of Accounts in GoHighLevel's Xero integration, so your accounting and operations stay seamlessly connected. Ready to streamline? Start your free 30-day GoHighLevel trial and see the full integration in action.
Understanding the Xero Integration in GoHighLevel
GoHighLevel's Xero integration is designed to sync your accounting data directly into your CRM, eliminating manual data entry and keeping your financial records accurate. The Chart of Accounts is the backbone of this integration—it's the complete list of all your account categories (assets, liabilities, income, expenses, and equity) that Xero uses to organize transactions.
Without visibility into your Chart of Accounts within GoHighLevel, you can't:
- Map client invoices to specific accounts
- Track expenses by category in your CRM
- Automate account reconciliation workflows
- Generate accurate financial reports tied to client data
The good news? Enabling your Chart of Accounts in GoHighLevel is straightforward, and once it's live, you'll have complete financial visibility alongside your client management.
Navigate to Xero Settings in GoHighLevel
First, log into your GoHighLevel account with admin or account owner privileges. You'll need full access to integrations to modify Xero settings.
Step 1: In the main dashboard, click on Settings (usually found in the left sidebar or top navigation).
Step 2: Look for Integrations or Apps—this is where all your connected platforms live. GoHighLevel organizes integrations by category (CRM, Accounting, Marketing, etc.).
Step 3: Find Xero in the list. If Xero isn't already connected, you'll see an option to authorize it. If it's already connected, you'll see a Settings or Configure button next to it.
Step 4: Click into the Xero integration settings. This is where all the connection magic happens.
💡 Pro Tip
Keep your Xero login credentials handy before you start. GoHighLevel will prompt you to authorize the connection if you haven't already, and you'll need your Xero admin account to proceed.
Access Advanced Accounting Options
Once you're in the Xero integration settings, you'll see several configuration options. GoHighLevel organizes these into basic and advanced settings.
Look for: An Advanced, Advanced Accounting, or Account Settings button or tab. This is where Chart of Accounts visibility lives.
In Advanced Accounting options, you'll typically see:
- Account Sync: Controls which accounts sync from Xero to GoHighLevel
- Chart of Accounts Display: Toggles visibility of your full account list
- Account Mapping: Links specific Xero accounts to CRM modules (invoices, payments, expenses)
- Sync Frequency: How often GoHighLevel pulls account data from Xero
Don't worry if you don't see all of these options—GoHighLevel updates its interface regularly. The key is finding anything labeled "Chart" or "Accounts."
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Enable and View Your Chart of Accounts
Now it's time to actually enable your Chart of Accounts so it displays in GoHighLevel.
Step 1: In Advanced Accounting settings, locate the toggle or checkbox labeled "Display Chart of Accounts" or "Enable Account Visibility."
Step 2: Toggle it ON. You may see a loading spinner as GoHighLevel syncs with Xero to pull your account data.
Step 3: Once synced, you'll see your complete Chart of Accounts appear—usually in a tabular or list format. This shows:
- Account Code (e.g., 1000, 2000, 3000)
- Account Name (e.g., Bank Account, Credit Card, Revenue)
- Account Type (Asset, Liability, Income, Expense, Equity)
- Status (Active, Archived)
- Current Balance (optional, depending on your Xero plan)
Step 4: Review the list to ensure all your Xero accounts are showing. If any are missing, don't panic—there's a troubleshooting section below.
Step 5: Save your settings. Look for a Save or Apply button at the bottom of the page.
Connect Specific Accounts to Your CRM
Viewing your Chart of Accounts is step one. The real power comes when you connect specific accounts to CRM functions.
For example, you might want to:
- Link your Prepayments account to client retainers
- Connect Accounts Receivable to invoices sent through GoHighLevel
- Map Service Revenue to closed deals in your sales pipeline
- Tie Operating Expenses to campaign spending
To set up account connections:
Step 1: In the Chart of Accounts list, find the account you want to connect (e.g., Prepayments).
Step 2: Click on the account name or an Edit icon next to it.
Step 3: You'll see dropdown menus asking which CRM feature this account should sync with. Select the relevant module:
- Invoices
- Payments
- Expenses
- Client Accounts
- Custom Fields
Step 4: Save the connection. GoHighLevel will now automatically route data from that CRM module to that specific Xero account.
💡 Pro Tip
Start by mapping your most-used accounts (Revenue, Accounts Receivable, and Operating Expenses). You can add more granular connections later as you get comfortable with the integration.
Troubleshooting Missing Accounts
Sometimes not all of your Xero accounts appear in GoHighLevel. Here's how to fix it.
Reason 1: Accounts are archived in Xero
GoHighLevel only displays active accounts by default. If an account is archived in Xero, it won't show in your CRM. To reactivate it, log into Xero, go to Settings > Chart of Accounts, find the archived account, and click "Reactivate." Then refresh the integration in GoHighLevel.
Reason 2: Sync hasn't completed
If you just enabled Chart of Accounts visibility, give it 5-10 minutes for GoHighLevel to sync with Xero. Close the settings page and come back. If it still hasn't synced, try clicking a "Refresh" or "Resync" button in the integration settings.
Reason 3: Authorization is outdated
Xero authorizations expire periodically for security reasons. Go to Settings > Integrations, disconnect Xero, and reconnect it with your current Xero credentials. This will re-authorize GoHighLevel to access your full Chart of Accounts.
Reason 4: Account permissions are restricted
If the Xero account you used to authorize GoHighLevel doesn't have admin rights, some accounts might be hidden. Use a Xero admin account to re-authorize the integration.
After troubleshooting, test the integration by creating a new invoice or expense in GoHighLevel and checking that it appears correctly in Xero. This confirms your Chart of Accounts is fully synced and operational.