How to link your Xero account

How to link your Xero account

  • Click on the settings tab in the left hand menu, within this click on ‘System Settings’

  • The system settings window will appear, in here click on the ‘Integrations’ tab

  • You will then see a ‘link to xero’ button, click on this 

  • Enter your Xero username and password 

  • A pop up window will open asking you to pick your account

  • You can use a demo account, or your live data account. Using a demo account means that you can try it out before you use your actual account - this is recommended.

  • Once you have entered your details, your account will be linked.

  • In the integrations tab, you will then see your Xero status showing as connected.

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