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Xero Import

 To import a Trial Balance from Xero simply;

 

  1. Select Xero as the import source 

2. Type in your Xero login details

3. Click Allow access for 30 mins

   

4. Select the appropriate options and then press Continue to TB Import

a) Select which period you would like to import the trial balance for. 

b) If you already have an A/S applied then you will have the choice to override the Current File's accounting structure select the tick-box.  

 

 

5. Once the trial balance has been imported select the appropriate button. 

    

 

 

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