In this article we explain how you connect Bookex to Xero. Note that we don't cover the setup of your Xero-account for which you should consult the knowledge base of Xero.
Start with connecting
- Click on Settings
- Click on Integrations
3. Select the Xero tab
4. Click on 'Connect with Xero'
Xero will ask you to give Bookex permission to access your account:
At this stage it is assumed that you have completed the basic setup of Xero and that you are familiar with how Xero works.
Please refer to this article to configure your settings and get the optimal workflow for this integration.