This guide will show you how to connect Klipboard to your Xero account.
Activate Xero Add-on
Login to your Klipboard account using your PC or Mac, and click Settings and then click Integrations
Click the Connect button for Xero Integration
Click Next to login to your Xero account and authorise
Enter your Xero's username and password to log in
Authorise Klipboard to connect to Xero
Select the Organisation you wish to connect with Klipboard, and then click the Authorise button.
Once connected follow the Instructions on the Xero Setup Wizard & Sync
Once the wizard and sync are complete, Klipboard and Xero are now connected. Your Klipboard account will be in sync with your existing Xero Clients and Suppliers; Tax rates; Payment days; Revenue and Expense Account Codes.
What does the Xero integration do?
First Time Connection to Xero, What does the Xero integration do? Things to Know, Invoice Sync Rules & Purchase Order Sync Rules.