Installation
Step 1: Invitation Email (Xero)
Ready to get started? Check your inbox for the invitation email.
Step 2: Register & Login (Xero)
Learn how to set up Multi-Factor Authentication (MFA) using convenient methods like SMS, Authenticator, or Email from this comprehensive document. Safeguard your accounts effectively with step-by-step instructions and enhance your online security today.
Step 3: Select Install (Xero)
Select install for the QuickBooks application.
Step 4: Overview (Xero)
Review the overview for the installation wizard process.
Step 5: Permissions (Xero)
Grant the app permission to connect with your ERP in this step.
Step 6: Authentication (Xero)
Authorize access to your Xero account by authenticating with your login.
Step 7: Connection Status (Xero)
Follow this guide to run the connection check and validate the information provided in the previous steps.
Step 8: Account Matching (Xero)
Match your ERP accounts with your bank accounts by using our user-friendly drag-and-drop account matching tool.
Step 9: Enable Bank Feeds (Xero)
Bank Feeds allow your settled bank transactions to automatically flow into Xero's Bank Reconciliation module. This eliminates the need to manually export and import bank statements.