To view the interactive tutorial, click the link below!
N.B If you are using the v2 integration, you no longer have to import the chart of accounts, it will be done automatically on integration.
It is simple and all happens from the Pending Receipt page!
- If there is an existing connection, click on 'Export now' to push new data across
- If there isn’t an existing integration you’ll see an error message – “Oh snap! Looks like you don’t have any active integrations. You will need to link your accounting software.” and a “Link account” button just below it. Click on “Link account”.
Next, select Xero from the drop down list:
Click on “Continue to link your account”
Click on “Authenticate” on the next modal to log in to Xero.
You will be redirected to Xero’s login page. Please login using your Xero account details and follow the steps.
You’ll then be redirected back to the Propartner Portal where you can select what you would like your default export type to be (choose between Purchases/Bills, Spend Money, or Expense claims), and whether you want your documents to be exported automatically or manually.
Hit Save. That’s it, your integration is done and you’re ready to export!
To learn how to export from the Pending Receipts page, please view https://support.squirrelstreet.com/support/solutions/articles/24000013981-i-ve-integrated-a-client-account-with-accounting-software-now-how-do-i-export-. To export your receipts from the All Receipts page instead (where you can assign GL codes to multiple receipts at a time) please view this link