(1) Connect Quin to your Accounting System (XERO, Quickbooks)
Make sure you are have selected your organisation. This should be available on the top right dropdown of your screen.
- Go to Settings > Connections.
- Create and enter the fields required for your accounting system.
- Once you have created the connection and saved it, click create link on the top right of the screen.
- Clicking the button should bring you to your login screen for your accounting system. Once you login, it will prompt you to give access to the Robot.
- For XERO connections - make sure you provide Accounting & Business access to the Robot.
- Click OK - you will be redirected back to Robot-Hub, and your connection should now be fully set up.
(2) Enable Push and/or Automatic Post
- Click on your Connection at Settings > Connections
- Add a new setting.
(3) Import your Supplier and Ledger Accounts from your Accounting system
- Navigate to Settings > Suppliers
- Click on Sync Xero. This should