Connect to Xero

Here's how to connect YourTradebase to your chosen Xero account to keep your invoices, customers and payment information in sync.

To connect YourTradebase to your Xero account:

  1. Visit Settings > Connect to Xero 
  2. Select the 'Connect to Xero' button
  3. You'll be taken to Xero.com to enter your Xero login credentials
  4. Select which Xero account you'd like to sync with

All done! YourTradebase is now connected to Xero. 

In the next step, you'll be able to  configure and setup your connection to Xero.


Next: Setup your Xero connection →

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