API Credential Setup for Easy Access
To start using this integration, you’ll need to enter your Xero API credentials into your system’s settings. This step is important because it securely connects the two platforms and allows data to start flowing between them. Once the API credentials are added, the link between your tools is active, and you can begin syncing information like invoices and accounts right away. It’s a quick setup process, but it opens the door to continuous updates and a much easier way to manage finances.
Simple Invoice and Account Syncing
It’s easy to start syncing your invoices and chart of accounts with Xero. All you need to do is enter your Xero login details in your system settings. After that, any invoice you create can be sent directly to Xero with just a few clicks. The same process works for syncing your chart of accounts. This keeps everything aligned between both systems so you can focus on running your business without worrying about financial updates.
Easy and Accurate Data Sync
One of the best parts of this integration is that it saves you from doing repetitive work. All your financial data, like payments, invoices, and bank activity, automatically updates between both systems. This cuts down on the time spent entering data by hand and helps you avoid errors. It also means your records are always correct and up to date without needing to double-check everything.
Screenshots from our system
To explore the functionality and usage of these Add-Ons, refer to the accompanying screenshots for step-by-step instructions on how to maximize their features.
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