Connecting to Xero
Learn how quick and easy it is to connect to your Xero Account.
Cloud Banking provides seamless integration with Xero accounting allowing you to manage your cashflow better.
- - Import customers from Xero to Cloud Banking
- Add a PayNow button to your Xero Invoices
- Synchronise your invoices from Xero to Cloud Banking
- Automatically reconcile payments in Xero
- Automatically add processing fees to invoices
Connect to your Xero Account
Navigate to the Connected Accounts page located under your profile icon in the top right corner of the portal.
Once on the Connected Accounts page you will be able to see the status of your Xero integration, to connect to Xero click the Configure Account button.
On the Connect to Xero page select the Connect button, this will redirect you to Xero to login with your xero account and then authorise Cloud Banking to connect to your Xero Account. Once you have completed this step you will be redirected back to the Cloud Banking System.
This completes the connection phase of linking to Xero, follow the steps in the next section to complete the configuration.
Configure your Xero Integration
In order for the Xero integration to work seamlessly you need to configure a few simple settings to ensure details are added to your xero account correctly.
There are two simple settings that need to be confirmed:
Default Settlement Account - This is the account you nominated on your merchant application when you want your funds deposited to, setting this allows Cloud Banking to auto reconcile those payments for you.
Default Expense Account - This is the account in xero you wish to track your transaction fess against, setting this allows Cloud Banking to auto reconcile your fees in Xero for you.