Connect Xero

Onexfort can be connected to the accounting software of your choice: Xero or MYOB

When the accounting software is connected to Onexfort when a job is completed the Invoice and the related payments of the invoice are automatically pushed to the accounting software. 

You can connect Onexfort to Xero using the following button:

When you click on the button you will be taken to the Xero login page.

After you log in if your Xero account has multi-factor authentication enabled then you have to authenticate your login.

On the next page, you must allow Onexfort to access your accounting software by clicking on the Allow Access button.

After you allow access, the control will return to Onexfort's Xero settings page and will show the accounts as shown below.

On this page, you must select the Sales Account and the Payments Account of Xero and click on the Update. You will also be able to map various sales accounts at the product level on the Products setup page. 

To disconnect Xero from Onexfort, you can click on the Disconnect button. 


 

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