Go to AutoEntry
All Collections
Other Integrations
Xero
Quick Setup Guide for using AutoEntry with Xero

Quick Setup Guide for using AutoEntry with Xero

We'll get you up and running in under a minute!
Brian Carolan avatar
Written by Brian Carolan. Updated over a week ago

Objective

We've built a quick setup process for Xero that you can be up and running on AutoEntry in under a minute! This article will show you how you can set this up.

Applies To

  • Xero users looking to get started using AutoEntry.

Procedure

To start, simply click on the 'Get This App' button in the Xero Marketplace:

This will bring you to our sign up page for a free trial. No credit card details are needed at all, it's a real free trial.

  1. Enter your details and Submit.

  2. You can book a demo with one of our team or proceed direct to the trial.

  3. Confirm your details are correct then create a password.

  4. We will guide you through 5 quick steps to create your first company, connect it to Xero and invite additional users if required.

Once finished, your account opens on your company page ready to upload documents to publish through to Xero, and that's it! 

Additional Information

  • A guide on uploading your first documents to AutoEntry can be found here.

  • If you'd prefer finding your own way around, we also provide free Webinars available every week!

Did this answer your question?