Connect to Xero

Connect to Xero: overview

Connecting Xero lets Equali post to it as your accounting system. You can only connect one accounting system per legal entity, so this becomes that entity's accounting connection.

Steps

1. Go to Connections.
2. Select the Xero card.
3. Follow the Xero sign-in steps shown on the card.

Screenshots

Important exceptions

• Only one accounting system per entity.