XERO Integration

Getting Started

• Registration
• Data Sync
• Firm integration
• Data Flow Diagram

Setups

• Users
• Billing
• Accounts Setup

Dashboard

• Financials

Frequently Asked Questions

• Does each user have to create their own firm?
• How do I add multiple firms?
• How can I disconnect my firm?
• How much time does it take to sync XERO?
• How is pricing determined?