Contents
- How Taxlab + Xero integrate
- Getting started
- Disconnect from Xero
- FAQ
How Taxlab + Xero integrate
Experience seamless integration with Xero and effortlessly import trial balance data from your Xero ledgers at the touch of a button. Choose when to refresh data from Xero to keep control and update tax calculations at your preferred times.
Getting started
Connecting to Xero ledgers is completed as part of Import a trial balance from Xero process.
Disconnect from Xero
- Navigate to Workpapers > Accounts in the relevant entity and click Import > Import from Xero.
- Click the Disconnect button.
- A message should display informing you of a successful disconnection.
FAQs
Is my trial balance data synced in real-time?
No. Your Taxlab trial balance stays connected to your Xero trial balance, but data updates occur only when you manually initiate the import process.
Can I connect multiple trial balances in Taxlab to multiple trial balances in Xero?
No. Each Taxlab entity can only link to one Xero entity.
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