Overview:
Pebl's integration with Xero allows you to create, manage, and accept payments for Xero invoices directly within the Pebl app, ensuring real-time synchronisation and eliminating the need to switch between platforms.
Read more about Pebl & Xero's integration here.
🚨 Pebl is a certified Xero app available from the Xero App Store here.
Step-by-Step Instructions:
Download and install the Pebl app on your device.
Open the Pebl app.
Navigate to Settings > Payment Settings > Invoice Settings.
Toggle the Xero option to ON.
Follow the prompts to log in to your Xero account.
Select the Xero organisation you wish to connect.
Authorise the connection between Pebl and Xero.
Configure your Xero settings within Pebl, including selecting or creating Sales and Expense accounts, choosing a bank account for transaction reconciliation, and setting your GST preferences.
FAQs and Troubleshooting Tips:
Can I connect multiple Xero organisations to Pebl?
Currently, Xero's integration capabilities supports connecting to a single Xero organisation at a time. In saying that, if you have multiple Pebl accounts
What if I encounter issues during the integration?
Ensure your Xero account has the necessary permissions and that you're following the steps outlined above. If problems persist, contact Pebl support.