Set Up Connection to Xero

1. Login to EzzyBills. Then select or drag&drop an invoice file (image or pdf). Then click “Send to Xero”.

2. You will see an error message ‘NOT CURRENTLY CONNECTED TO XERO’. Click the link to connect to Xero.

first_login3_error

3.  You will be directed to the Xero login page. Type in your Xero user name and password to login.

xero_login

4. You will receive a message to authorise EzzyBills to access your Xero Data. Choose a company account, then click “Authorise”.

xero_authorise

Now the connection is set up. You will only need to do this once.

After you have authorized, the Invoice will be automatically exported to Xero. It will look like this,

Xero