Setting up Xero Connection with Docketbook

The first step in the Xero setup is to connect Xero to your Docketbook account, this requires you to authenticate your company with Xero.

NOTE: Xero integration is only available on the plans with Accounting Integration added. For more information, click here: www.docketbook.com.au/pricing

 

1. Select the Settings tog on the top right hand side of the screen.

2. Select Integrations

3. Then Select "Connect to Xero" and follow the prompts.

Xero connect

 

 4. Once connected, your screen will appear as shown below. Your last step is to Select "Sync Items" and "Sync Contacts"
Sync