How do I connect my accounting software?

When Registering a New Account

1. When you register a new account and log in, you’ll be prompted to select your accounting software — Xero, QuickBooks, or Sage.

2. Select the relevant software package.

3. Click Next.

4. Click Connect.

5. You’ll then be prompted to log in to your chosen accounting software account.

6. If you have multiple accounts or companies under the same profile, select the one you wish to integrate with and allow access.

7. Once the connection is initiated, a banner will appear indicating that the integration is in progress.

8. You’ll also receive an email notification once the process is complete.

If You Skipped Integration During Sign-Up

1. Go to Settings → Integrations.

2. Select Connect on the relevant software package.

3. Follow the same connection steps as described above.