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  1. Xero HQ - Sync custom fields with XPM

    3 votes

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    0 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, the Xero Partner Hub will be landing with partners from early 2026, and will get rid of the need to sync records. All client data and fields will be bought into a single location to help you seamlessly manage your practice! 🙂

    You can find out more about this change on our website, and I'll be back to share more as this is released. Thank for engaging with us here.

    Louise Moore shared this idea  · 

  2. Xero HQ - Sync custom fields and client notes

    5 votes

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    1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate the need for succinct records, and we're pleased to share that this'll soon become a thing of the past with Xero Partner Hub - This'll combine your practice tools into one centralised experience. Meaning you have all client details in one place, no more need to update in HQ and Practice Manager 😊

    If you're not across the announcement you can read up on our blog. I'll return to share as this rolls out to Partners.

    Louise Moore supported this idea  ·