Connect Xero to your B2BDash Account

With the Xero integration, you can connect your Dash account to Xero and send invoices directly from Dash.

To connect Xero to B2BDash and choose your Default Settings, just follow these simple steps:

STEP 1

Go to Admin Panel and from the left side choose Integrations

STEP 2

Click on the Xero tile. You will be redirected to Xero to authorize.

 STEP 3 

Once you login, you will be prompt to grant access to B2BDash. Click on " Allow Access"Once you allow access, you will be redirected to back to B2BDash

CHOOSE YOUR XERO DEFAULT SETTINGS

STEP 1

Click the settings icon on the Xero tile

STEP 2

From the dropdown list, choose the settings you would like to update

Connect to Xero will allow you to Re-Authorize Xero

Default Invoice Settings allow you to choose Account, Tax Rate, Branding Theme, and Due Date.

Users Access allow you to Enable or Disable Users to access Xero

Invoice Email Setting, here you can build your invoice template.

That's how you can connect Xero to your B2BDash Account!