ConnectBooks

This article guides you through integrating your ConnectBooks account with Xero.

How to connect your Xero file to ConnectBooks

This article provides a step-by-step guide for configuring the Xero Settings on ConnectBooks

How to configure Xero Settings on ConnectBooks

A step by step guide on how to export to QB Xero.

How to Export Settlements to Xero

How to Disconnect your Xero file with ConnectBooks

How to Connect and Sync your Xero file with ConnectBooks

Xero Integration 

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Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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