Xero: Trial Balance import

To import a Trial Balance from Xero, follow the instructions below;

1. Select "Connect to Xero" as the import source
2. Enter your Xero account details and login
   
   Note: Where applicable, you may be required to enter a security code for Multi-Factor Authentication.
3. Select the Xero organisation you want to connect with and click "Allow access":
   
   
   
4. If you want to continue with organisations already connected, click on "Continue with # organisations":
   
5. Select the appropriate options then click "Continue to TB Import"
   
   • Select the period(s) you would like to import the trial balance for
   • If you already have an accounting structure applied, you will have the choice to override the accounting structure
6. Once the trial balance has been imported select the appropriate button