Setting up Your Accounting Interface

WorkflowMax is closely integrated with the Xero accounting system.

If you are using Xero, you should set up the interface to simplify the transfer of information between the systems.

For further details, see What information is sent via the WorkflowMax to Xero interface?

Working with the accounting interface

Setting up the Xero interface

Importing contacts from XeroClosedThis import option is available during the free trial period only

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Optional setup steps

Setting up WorkflowMax