Xero Sync / Integration

← Sync
To Sync a Xero file into ProfitSee:
  1. Log into ProfitSee
  2. Click on the Add a Company button in the upper-right hand corner of screen. You can also click on the Add a Company button in the bottom left-hand corner as well.
  3. Select  the "Add a Xero File" option
  4. Select the license type for the Xero file you are adding.
  5. Click "Open XERO to authorize ProfitSee application" button.
  6. You will be re-directed to Xero's website to authorize the sync with ProfitSee.  Simply enter you Xero log in information
  7. Select company you would like to add from the drop down.
  8. Click the green Authorize button.
The sync will begin automatically and you will be redirected back to ProfitSee's website.

Note: Any adjustments you make in ProfitSee WILL NOT affect your data in Xero.  This is to ensure that your accounting information stays safe and remains in compliance with your accounting practices.

Sync

  1. Xero Sync / Integration
  2. QuickBooks Sync/Integration
  3. Transitioning from the PS Connector to the QB WebConnector
  4. Syncing a QB File on a Terminal Server

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