Before you begin
Open Finance › Accounting with the permissions required to manage accounting connections. Have access to the intended Xero organisation or QuickBooks company.
A workspace connects to one accounting system at a time. If you are switching systems, review and disconnect the existing connection first.
Connect and configure
- Choose Connect Xero or Connect QuickBooks and complete the provider’s authorization.
- For Xero, select the organisation you want to use. Check that it is the correct business before continuing.
- Complete the account and tax mappings shown on the page. Review the sync settings before saving.
- Confirm the connection status. Sent invoices, customers and payments use this connection; the page shows any records that need attention.
- Use Sync now when you need to request a sync, then review pending, failed or flagged records. Resolve the reported issue before retrying a failed record.
If something does not sync
Check the connection status, account and tax mappings, and the record’s error. A disconnected or expired connection needs reconnecting before records can move.
If a provider is not available on your platform, contact support. Do not create a second accounting connection to work around a failed record.