Because Xero and invitbox are both cloud-based, set-up and connectivity between the systems is seamless.
Once you have chosen Xero from the drop-down list in the Accountancy Software section of the Admin tab, you will see that there is only one thing needs to be done to complete set-up.
When you click connect you will be redirected to the Xero website and asked to log in to your account. If your login to Xero accesses more than one Xero Company please be sure to connect to the correct Xero account.
Once you connect invitbox to Xero, both systems will remember this connection for you. Syncing of your invitbox and Xero account is now complete and you will be connected.
Please note, after you have completed this step you need to set your default tax rates. Click here to learn how.