Connecting Xero©

For Advisors

Steps:

1. From your dashboard, click on the client’s name.

2. Next, you need to connect the customer's Xero© account to the client's account.

3. Click the connect button

4. Select the account of the client to connect to from Xero© and press the allow access button.

5. The client account is now set up and ready to use the functions of did they pay.