Connect Your Account
Overview: The first step to automating your accounting is to authorize a connection between EasyBiz and your Xero organization. This is a one-time setup process.
Prerequisites
Before you begin, ensure you have:
- Admin Access to your EasyBiz account.
- An active Xero account (login credentials ready).
Step-by-Step Guide
1. Navigate to Business Portfolios: Log in to your EasyBiz 3.0 Console. On the side menu, go to Settings and select Business Portfolios.
2. Select Integration Settings: Click on the specific business portfolio you want to connect, then click on the Integrations settings button.
3. Connect Xero: Locate the Xero card in the list of available integrations. Click the three dots icon on the card and select Connect.
4. Authorize: A popup window will appear asking you to log in to Xero. Enter your Xero email and password.
5. Select Organization: If you manage multiple businesses in Xero, you will be asked to select which organization you want to link. Choose the correct business and click Allow Access.
6. Verify: Once the window closes, you will be redirected back to EasyBiz. You should now see a green "Connected" badge on the Xero card.