Xero: before you connect
What to get ready in Xero so the connection goes smoothly.
Table of Contents
A little preparation in Xero saves time later.
Get ready
Sign in to Xero in the same browser you use for Sovica. A private window will not know you are signed in.
Decide which organisation this clinic connects to, if you have several.
In the chart of accounts, tick Enable payments to this account for any account that receives payments.
Then connect
In the App Marketplace, choose Xero, click Connect with Xero, choose the organisation and allow access.
Up next
Next, read Troubleshoot Xero.