Difference between revisions of "Connecting BudgetLink to Xero"

Connecting BudgetLink to Xero (view source)

156 bytes added , 22:50, 22 July 2019

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 [[File:XeroDataFileSetup.png|300px|thumb|right|Data File Setup dialogue for Xero]]
+[[File:XeroDataFileSetupTrackingCategories.png|300px|thumb|right|Choosing tracking categories for Xero]]
-To connect BudgetLink with Xero, follow these steps. Note that these instructions do not show you how get to the '''Data File Setup''' dialogue.
+To connect BudgetLink with Xero, follow these steps.
-# Go to the '''Data File Setup''' dialogue. See [[Changing how BudgetLink connects to your data file]] for more information;
+# Go to the '''Data File Setup''' dialogue;
+#: ''See [[Changing how BudgetLink connects to your data file]] for more information.''
 # Enter '''Company Name''';
-# Select '''Xero''' as the '''Data File Type''';
+# Set the '''Data File Type''' to '''Xero'''';
-# Select '''Connect to Xero using the inbuilt public certificate (default)''' as the '''Connection Type''';
+# Set the '''Connection Type''' to '''Connect to Xero using the inbuilt public certificate (default)''';
-# Click '''Refresh Lists''' and login to the XERO data file;
+# Click '''Select''' and login to the xero website to choose your data file;
+# Click on the '''Tracking Categories''' tab;
+# Click '''Refresh Lists''' to pull the list of possible tracking categories;
 # Select tracking category used for '''Jobs''' (if required);
 # Select tracking category used for '''Categories''' (if required);