Import Xero Settings/Data

IMPORTANT NOTE: These import functions are for the initial setup of your system only. Importing data from Xero after the initial setup will overwrite the data in your QuickB2B system and cannot be undone.

Click on the menu option: Settings/ Import Xero Settings

Click on each of the following boxes to import the data from your Xero

Import Inventory
Import Customers
Import Tax Type
Import Account Codes

click image to enlarge

Now that all your data you has been imported into QuickB2B from your Xero, you will need setup/ edit your inventory, customers, and Inventory Account Settings. See the following topics setup inventory, setup customer, and setup Inventory Account Settings

Was this article helpful?

Related Articles

Leave A Comment?

You must be logged in to post a comment.