Bookkeeper360 + Xero
Seamless Financial Management with Bookkeeper360 and Xero
Bookkeeper360's innovative app seamlessly integrates with the renowned accounting platform, Xero. Alongside Xero, our app supports integrations with QuickBooks Online and Gusto.
For those eager to explore Xero further, visit their website here.
Bookkeeper360 extends comprehensive bookkeeping services harnessing the capabilities of the Xero platform, coupled with setup, training, and ongoing support. Delve into more details here.
Streamlined Integration and Enhanced Data Presentation
Upon integrating your Xero file with the Bookkeeper360 App, our system effortlessly syncs your Chart of Accounts and classifications from Xero. All reconciled transactions seamlessly populate our dashboards and reports, simplifying data interpretation. It's important to note that any modifications made within the Bookkeeper360 App won't impact your Xero file—it's a secure, read-only access.
For comprehensive insights into our financial reporting pages and their functionalities, refer to our informative article [here](link to financial reporting article).
Real-Time Syncing and Connectivity Process
Data syncs automatically every 3 hours to ensure your information remains up-to-date. However, for immediate updates, manual syncing is available for real-time reporting.
How to Connect Xero on the Bookkeeper360 App
When you first sign into the Bookkeeper360 App, if you do not have any current integrations it will redirect you to our integrations page.
Once you are on the Integrations page after being redirected to it, you can connect Xero by clicking the blue “Connect” button:
You will then be redirected to the Xero connection page, click the “Select another organization” dropdown box, and select your company from the dropdown.
Once connected, the Bookkeeper360 App will bring over all of your data onto our financial dashboards. Please allow a few minutes for the sync to complete.
How do I sync the data from my Xero file?
The data from your Xero file will automatically sync, however, you can manually sync it for a real-time look into your finances.
To sync the data manually, navigate to our Integrations page.
Click your profile name on the top right of the Bookkeeper360 App, and click “Account Settings” from the dropdown.
2. Scroll down the Account Settings page to where it says “Manage Integrations”, and click into it.
3. Find your connected Xero account, and click “Configure” underneath the company name:
2. Click "Sync Date" to sync your data.