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Difference between revisions of "Connecting ExcelReportLink to Xero"
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Connecting ExcelReportLink to Xero (view source)
Revision as of 18:29, 7 December 2016
, 18:29, 7 December 2016no edit summary
(Created page with "== Overview == You can connect ExcelReportLink to your Xero data file. == Connecting ExcelReportLink to Xero == File:XeroDataFileSetup.png|300px|thumb|right|Data File...") |
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# Enter '''Company Name'''; | # Enter '''Company Name'''; | ||
# Select '''Xero''' as the '''Data File Type'''; | # Select '''Xero''' as the '''Data File Type'''; | ||
# Click '''Refresh Lists''' and login to the XERO data file; | |||
# Select tracking category used for '''Jobs''' (if required); | |||
# Select tracking category used for '''Categories''' (if required); | |||
# Click '''OK''' to close the '''Data File Setup''' dialogue; | # Click '''OK''' to close the '''Data File Setup''' dialogue; | ||
# Click '''Close''' to close the Manage Data Files dialogue; | # Click '''Close''' to close the Manage Data Files dialogue; | ||