{"id":30339,"date":"2026-08-12T14:19:33","date_gmt":"2026-08-12T14:19:33","guid":{"rendered":"https:\/\/synder.com\/help\/?p=30339"},"modified":"2026-09-17T19:44:38","modified_gmt":"2026-09-17T19:44:38","slug":"how-to-assign-xero-tracking-categories-using-smart-rules","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/how-to-assign-xero-tracking-categories-using-smart-rules\/","title":{"rendered":"How to Automatically Assign Xero Tracking Categories Using Smart Rules"},"content":{"rendered":"\n

Overview:<\/strong><\/p>\n\n\n\n

    \n
  1. What tracking categories are in Xero<\/a><\/li>\n\n\n\n
  2. Before you start<\/a><\/li>\n\n\n\n
  3. Step 1: create the tracking category in Xero<\/a><\/li>\n\n\n\n
  4. Step 2: build the rule in Synder<\/a><\/li>\n\n\n\n
  5. Tag every line or just one line<\/a><\/li>\n\n\n\n
  6. Good to know<\/a><\/li>\n<\/ol>\n\n\n\n
    \nSync mode note:<\/strong> Smart Rules run in Per-Transaction sync only<\/strong>. They are not available in Summary Sync (Daily Summary)<\/strong> on any platform. If your organization syncs in Summary mode, use Mapping \/ Grouping<\/a> instead — it is the Summary-mode substitute for Smart Rules.

    New to sync modes? See     How Smart Rules Work in Synder<\/a>.\n<\/div>\n\n\n\n\n\n
    \nSynder can tag your synced transactions with Xero tracking categories<\/strong> automatically, based on conditions you set — the amount, the description, the customer, and more. Below, this guide shows you how, step by step.

    Also, if you are coming from QuickBooks, tracking categories are the Xero equivalent of classes<\/strong> and locations<\/strong>.\n<\/div>\n\n\n\n
    \n

    ▶ Watch: automate Xero categorization with Smart Rules<\/strong><\/p>\n