How to connect to Xero

How to connect to Xero

  1. In Buildertrend access the accounting tab which is found under setup.

  2. Select Connect to Xero which will bring up a new window.

  3. Navigate to the "Click Here For Details" button.

  4. Follow the upgrade instructions and check the disclaimer before you click upgrade my account.

  5. Log in to your Xero account.

  6. Once you authorize the application you will be connected to Xero.