Connecting to Xero Ledger
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Written by Michael Gannon
Updated over a week ago

If you use Xero as your General Ledger, you will need to connect to Xero in order to start mapping to your chart of accounts.

  1. Once you have connected your client file, you will be taken to the status dashboard page. Click the Connect button under the Xero icon.

  2. Clicking Connect will take you to Xero where you will select the Xero ledger you want to connect.

  3. Once you have clicked Allow Application, the chart of accounts will automatically sync to Common Ledger.

  4. Your Chart of Accounts will be automatically generated on the Map Accounts page. When you click Map Accounts, you will be ready to start the mapping process right away.

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