Write, Bureaucrats, Administrators
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Difference between revisions of "Connecting BudgetLink to Xero"
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Connecting BudgetLink to Xero (view source)
Revision as of 23:06, 7 October 2020
, 23:06, 7 October 2020no edit summary
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# When prompted, click the '''Authorise''' button and login to the '''Xero''' website to choose your data file; | # When prompted, click the '''Authorise''' button and login to the '''Xero''' website to choose your data file; | ||
# Once done, return to '''BudgetLink''' and click '''Confirm''' then '''OK''' once the dialogue says that authorisation was successful; | # Once done, return to '''BudgetLink''' and click '''Confirm''' then '''OK''' once the dialogue says that authorisation was successful; | ||
# Select your data file from the next dialogue; | |||
# When prompted, choose to test the data file connection; | |||
# Select the '''Tracking Categories''' tab; | # Select the '''Tracking Categories''' tab; | ||
# Click '''Refresh Lists''' to pull the list of possible tracking categories; | # Click '''Refresh Lists''' to pull the list of possible tracking categories; | ||