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Connecting Xero

Connect Xero to pull the trial balance and statements and fill close balances. Vanward's connection is read-only and never writes to your books.

Steps

  1. As an admin, open Settings, Connections and find Xero.
  2. Choose Connect Xero, sign in to Xero, and pick the organization you want this company to read.
  3. Choose Allow access. Xero returns you to Connections, where the card shows the organization name and Connected.
  4. Open Close, Template and map each trial balance account to its close step.
  5. On the close board, choose Fill balances from Xero. Vanward pulls the month-end trial balance as a verified snapshot and fills each mapped step.
  6. To change organizations, choose Disconnect on the Xero card, then connect again and pick the other organization.

Questions and answers

Can I connect both Xero and QuickBooks?
No. Vanward reads one set of books per company. Disconnect Xero before connecting QuickBooks, or the other way around. Snapshots already captured stay in place.
Why did Fill balances from Xero leave some steps empty?
Those steps have no mapped accounts yet, or the accounts had no balance for the period. Map the accounts in Close, Template and fill again.
Does Vanward change anything in Xero?
No. Vanward asks Xero only for read access to reports and settings. It cannot create, edit or post anything in your Xero organization.