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start:add_ons:xero:setup_new

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start:add_ons:xero:setup_new [2018/07/20 11:48] – Troystart:add_ons:xero:setup_new [2018/07/20 12:54] – Troy
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 Assign an Account Number for each contact Assign an Account Number for each contact
  
-{{:start:add_ons:xero:creating_contact.png|}}+{{:start:add_ons:xero:creating_contact.png?400|}}
  
 ===== Raise invoice ===== ===== Raise invoice =====
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 Raise a new invoice by going to the Accounts menu option, then Sales, then click the New button Raise a new invoice by going to the Accounts menu option, then Sales, then click the New button
  
-{{:start:add_ons:xero:raising_invoice.png|}}+{{:start:add_ons:xero:raising_invoice.png?400|}}
  
 ===== Create Xero developer API link ===== ===== Create Xero developer API link =====
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 Follow the instructions on the following page to create the Xero API details required to link CloudHQ with Xero Follow the instructions on the following page to create the Xero API details required to link CloudHQ with Xero
  
-[[start:add_ons:xero:developer_api_setup|]]+[[start:add_ons:xero:developer_api_setup?400|]]
  
 ===== CloudHQ Setup ===== ===== CloudHQ Setup =====
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 {{:start:add_ons:xero:ledger_codes.png?400|}} {{:start:add_ons:xero:ledger_codes.png?400|}}
  
 +===== Finished =====
 +
 +After completing the above process, you should now be setup to begin exporting information from CloudHQ to Xero
 +
 +[[start:add_ons:xero:sync|]]
start/add_ons/xero/setup_new.txt · Last modified: 2023/12/13 15:33 by Troy

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