How to connect Xero to your Financial provider?
Athira Tomy avatar
Written by Athira Tomy
Updated over a week ago


Follow the below steps to connect Xero to your financial provider. You will see a page similar to the one below which allows you to select an accounting service from a list of accounting services.

1 - Click on the Xero logo tile and then select Continue

2 - A pop-up window will appear requesting you to log in to Xero. Enter the credentials and click on the login button.

3 - When you log in, on the same window, you will then be asked to select the organization that you want to connect to your financial provider.

When you click on the allow access button, a success message will appear if the connection was successful.

If the connection was not successful, a message similar to the one below will be displayed and you have the option to retry logging back to Xero. If you still get the ‘Oops’ message, please contact your Financial provider for assistance.

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