Connecting Accounting Bi to Xero
Sign In to Accounting Bi
- Go to https://accounting.bi/ and click on Sign up then click on "Sign in using Accounting Bi credentials".(Use your existing credentials).
- Go to https://accounting.bi/ and click on Sign up then click on "Sign in using Accounting Bi credentials".(Use your existing credentials).
Navigate to the Organizations Tab
- Once signed in, click on the "Organizations" tab located on the Accounting Bi dashboard.
- Once signed in, click on the "Organizations" tab located on the Accounting Bi dashboard.
Add Your Xero Account
- In the "Organizations" tab, click on the Xero icon or the "+" symbol to start adding your Xero account.
- In the "Organizations" tab, click on the Xero icon or the "+" symbol to start adding your Xero account.
Enter Xero Credentials
- A new window will open prompting you to enter your Xero username and password.
- Enter your Xero credentials in the respective fields.
- A new window will open prompting you to enter your Xero username and password.
Authorize with 2-Step Authentication
- Xero will ask for a 6-digit authentication code.
- Check your authentication app or device for the code and enter it in the provided field.
- Xero will ask for a 6-digit authentication code.
Connect Your Organizations
- After entering the 6-digit code, you will be prompted to select the organizations you want to connect to Accounting Bi.
- Select all the organizations you wish to integrate.
- After entering the 6-digit code, you will be prompted to select the organizations you want to connect to Accounting Bi.
Allow Access
- Click on the "Allow Access" button if organization is not connected and Click on "Continue with n Organisations"(where n represents number of Organisations connected) if Organisation is already connected and then finalize the connection.
- You will now see all the selected organizations listed under the "Organizations" tab in Accounting Bi.
- Click on the "Allow Access" button if organization is not connected and Click on "Continue with n Organisations"(where n represents number of Organisations connected) if Organisation is already connected and then finalize the connection.
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