Overview:
If you need to change your connected Xero organisation or adjust integration settings, follow these steps to edit your Xero connection in Pebl.
Step-by-Step Instructions:
Open the Pebl app.
Navigate to Settings > Payment Settings > Invoice Settings.
Toggle the Xero option OFF to disconnect the current connection.
Confirm the disconnection when prompted.
Toggle the Xero option ON to initiate a new connection.
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:
Will disconnecting Xero remove my existing invoices in Pebl?
Yes, your existing invoices will be removed from Pebl, although will stay active in Xero. Once the Xero connection is removed, all invoices connected to that organisation will disappear from Pebl.
Existing orders (e.g. payment links) will stay active after disconnecting Xero and allow customer to make payment. Once paid, Xero will not be updated. You will need to update Xero manually.
Can I connect to a different Xero organisation?
Yes, by disconnecting the current organisation and following the steps above, you can connect to a different Xero organisation.