To import a Trial Balance from Xero, simply;
- Select "Connect to Xero" as the import source
- Enter your Xero account details and login
Note: Where applicable, you may be required to enter a security code for Multi-Factor Authentication.
- Select the Xero organisation you want connect with and click "Allow access":
- If you want to continue with organisations already connected, click on "Continue with # organisations":
- 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
- Once the trial balance has been imported select the appropriate button.