We now have made Client Diary able to link with Xero. In this tutorial will be showing how to link Xero with Client Diary.
Before you begin you should already have an account with Xero.
You and / or your book keeper / accountant should know how to use Xero.
If you need help with Xero and which accounts to choose below, please confirm with your book keeper / accountant as each business is setup differently and they will know how yours should be setup to link to Client Diary.
It will take you to the Xero login page. Once login in it will redirect you back to client diary
You must choose accounts for all 3 to continue
Proceed with End Of Day as normal, data will be sent to Xero after submitting the End Of Day Wizard. If you don’t know to use or get to End Of Day Click on this link here to see the tutorial on it. How to do End of Day financials