Prerequisites
You will need to have two-factor authentication enabled in order to connect to Xero.
Connect to Xero
To connect a company to Xero follow these steps:
Log in to Paycircle.
Open the relevant payroll company.
Click Settings.
Under Modules & Integrations, click Integrations.
Within the Accounting card, click Connect.
Click Xero.
Enter your Xero credentials.
From the drop-down, select the relevant organisation.
Click Allow Access.
When the connection to Xero is successful, click Close this tab.
You will now be returned to Paycircle and will be able to see the successful connection status as well as the name of the organisation you connected to.
Disconnect from Xero
Note: Once disconnected, you will no longer be able to import your chart of accounts or post journals to Xero.
If you wish to disconnect from Xero, follow the steps below.
Log in to Paycircle.
Open the relevant payroll company.
Click Settings.
Under Modules & Integrations, click Integrations.
Within the Accounting card, click Disconnect.
Select Xero.
Click Disconnect from Xero.
Click Confirm.