How to connect QuickBooks Online or Xero
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How to connect QuickBooks Online or Xero. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Sign in as an Administrator and open Billing & Finance → Accounting sync.
- Press Connect under QuickBooks Online or Xero.
- You go to the accounting system's own page. Sign in there (Arkon One never sees your password), choose the company or organisation, and allow access.
- You land back on the Accounting sync screen showing Connected.
- Open Settings & mapping and check the start date and the accounts (see "How do I set up the accounts and the start date?"), then press Sync now.
Tip
Test first with a QuickBooks sandbox company or Xero's Demo Company if you like: the screen shows Test data (sandbox) or Live data so you know which one you are on. Only Administrators can connect or disconnect; Office managers and Accounts staff can use the rest of the screen. If the Connect button is greyed out with the message that the connections have not been activated for Arkon One yet, contact Arkon One support.