How do I connect my account with Xero?

Before you can start using EntryRocket, you need to connect your account with Xero and allow EntryRocket to communicate with Xero on your behalf.

Connecting to Xero is a standard process you need to complete to use any Xero app. You need to do this only once.

To complete the connection process, please follow these simple steps:

1. Sign in to EntryRocket

2. Click the Dashboard link in the main navigation

3. Click the blue Connect to Xero button for every organization you want to connect

4. When prompted on Xero.com, allow EntryRocket access to your data in Xero

If everything was successfully done on Xero.com, you will be redirected back to the EntryRocket Dashboard page. You will see the following message:

Xero connected successfully. You can now email your file(s) for processing.

If, for any reason, you need to reconnect EntryRocket to access your Xero organization, click the blue Disconnect from Xero button for the organization you want to connect again. Confirm you want to disconnect, when prompted. Then click on the blue Connect to Xero button again and when prompted on Xero.com, allow EntryRocket access to your data in Xero.