To understand how the integration works, please see the videos below. These support videos are for all currency accounts including $, £ and €. This training is for Admin Users Only.

Connect your Xero account and select default settings (Bank account, Default tax rate, Revenue account).

Watch this short 3-minute video.

Watch this short 2-minute video.

Note: If you have entered some products already, you will need to specify account/nominal codes for these products, as this dropdown wouldn't have been available before connecting Xero.

Watch this 3-minute video

Note: If you have these configured before connecting Xero, you may need to check the account/nominal codes on the schedules, as this dropdown is not available before connecting Xero.

Tax Rates: Tax rates are pulled in from the Connected Xero account, and new rates need to be created in the Connected account (you cannot create tax rates in BriteBiz).

Watch this 30-second video

Note: If a new rate is added to Xero it's automatically imported overnight, or you can click the blue Import Settings button on the Settings tab.