How to integrate with Xero

custom_extract.pngIt’s simple to integrate your Receipt Bank account with your Xero account.

Please login to your Receipt Bank web account, then follow these instructions:

1.Open your 'Account Settings' menu.

2. Navigate to the ‘Integration’ tab (or General tab if you're on an Extract account).

 3. Click on the button 'Choose integration'.

 4. Select Xero Online and follow the steps.

If you get an error "No active organisation in xero" then please contact your Xero admin to upgrade your role!
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