To get started, go to Stores & Files in the left menu, open the Accounting Files tab, and click Add Accounting. Choose Xero, then click Connect to Xero.

Log in to your Xero account and approve access. Once you approve it, your Xero account is connected to ConnectBooks.

Next, go to the Stores tab and select the store you want to connect to Xero. Next to Accounting Application, click Connect, then choose Xero.

Note: If you see Schedule your call instead of Connect, click Schedule your call to book your onboarding call. To connect now, click Skip Onboarding and the Connect button shows.

You'll see the Xero file you just connected. Select it, then click Continue.

Your store is now connected to Xero. To set up your store settings and chart of accounts, read this article.

I don't see Connect next to Accounting Application. Why?

If you see Schedule your call instead of Connect, click Schedule your call to book your onboarding call. To connect now, click Skip Onboarding and the Connect button shows.

What do I do after the store is connected to Xero?

Set up your store settings and chart of accounts. See how to configure Xero settings.