How do I integrate with my Xero account?
Please sign in and go to “Account settings” and then choose “Annotations and integrations” from the page that appears. Choose the Accountancy Integrations tile, and you will be able to select Xero on the next page.
You will then be taken to a new page where you will be asked to sign into your Xero account. Xero will then take you through a few screens asking you to confirm access to the account. Once confirmed, you will be taken back to your Equals Money account.
Next, you will need to map your bank feeds from Xero. Please click the “Connect” button on the Integrations page. For any currencies you hold in Balances on Equals Money, you will need to assign a bank account in Xero, or create a new one.
Once you’ve linked your balances and bank feeds and clicked continue, we’ll ask you what date you’d like to sync your transactions from. You may choose a date in the past or the future. Once you click confirm on this page, you’ll be all set up!
Transactions will sync across daily after midnight.
