Disclaimer

The Xero integration is currently in BETA testing and participation is limited. Please contact sales@d-tools.com to inquire about availability.

Initial Setup

In D-Tools Cloud, go to the Manage Integrations page under Settings. Enable Accounting Integrations and click the Connect button.

You will be prompted to log in to Xero.

Click the Allow access button when prompted:

The integration is now enabled. Next you can set up your default settings or create a Quote or a Purchase Order in Xero.

Did this answer your question?