How to Integrate with Xero

Integrating ReceiptBank with Xero

The benefits of connecting ReceiptBank with Xero, are as follows:

●     Receipt Bank helps in extracting information from the client’s receipts and invoices to Xero rapidly.

●     It saves data of clients safely and complies with the tax requirements.

Integrating the platforms will:

• Sync the Chart of Accounts, Suppliers*, Customers*, Projects*, and Payment Methods* between the two software.
• Activate the 'Publish' button, which sends your Receipt Bank items directly to Xero.

The steps to connect the receipt bank with Xero are very simple. The steps are as stated below.

1. Log in to ReceiptBank.
2. Navigate to Manage section on the sidebar menu. Select, Connections.
3. Click on Integrations.
4. Click the green Choose Software button.
   
5. Select your accounting package. Select Xero from the menu.
   
6.  And then go to Xero authorization URL.
7. Log in to Xero and choose the organization you want to integrate. Click on ‘Allow Access.’
   
8. Click Finish.
   
9. Update the tax settings, payment methods rules, and the auto-publish. And it's done.