To integrate your YouBiz account to Xero, kindly follow these steps:
- Login to your YouBiz account
- Go to the ‘Transactions’ page
- Click on the ‘Connect’ button and select ‘Xero’
- You will be redirected to the Xero account login page
- Login to your Xero account and allow YouBiz to access your Xero account
- Close the purple confirmation window and be redirected back to YouBiz
- Select the account(s) you would like to sync with Xero and click ‘Next’
- Select a ‘Start Date’ where you would like to sync your transactions with Xero and click ‘Confirm’
And you're done!