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Xero: Trial Balance import

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

  1. Select "Connect to Xero" as the import sourcemceclip1.png
  2. Enter your Xero account details and login
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    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":
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  4. If you want to continue with organisations already connected, click on "Continue with # organisations":
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  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 structuremceclip4.png
  6. Once the trial balance has been imported select the appropriate button    
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