QuickSync for Xero
Before attempting to share your accounts using QuickSync, please ensure the following:
You are online and connected to the internet.
You have an Xero Account and you can access the data you wish to share.
You have a Standard or Adviser account type or an account that can set up or disconnect connected apps.
You know the User ID and Password for your Xero account.
You may need to ask your IT department for some of the above information.
Your browser window will be redirected to the Xero authentication page and connect securely to xero.com. You will be asked to enter your login details for Xero.
The login screen has the Xero logo at the top and a description of the application that is asking for your accounting data. In this example the requester is RapidRatings; you can be sure this is a legitimate and secure request to connect to your data.
Enter your User ID and Password for Xero and click Login.
If the User ID and Password you provided are correct you will be logged into Xero and will be presented with a list of companies associated with your User ID that you can select to share.
If you only have one company in your Xero account the next screen will not be shown.
Select the organization that you wish to share data from in the organization selection screen.
When you have selected the correct company, click Allow access to enable RapidRatings to begin extracting your data from Xero.
The connection is now established, and Xero is sharing your data to the portal. A brief message is displayed stating that Xero is now sending you back to RapidRatings and you will be redirected back to the FHRX portal.
Depending on the size of your company file and the number of entries it contains this process may take several minutes to complete but since it is occurring as a system-to-system transfer you are free to carry on with other tasks or shut down your machine and power off if you need to - the transfer will continue.