How do I connect my Neat Account to Xero?

1. Log onto Neat Business Dashboard and then click ‘Integrations’

2. Select ‘Xero’ and click ‘Connect’

3. Enter your Xero credentials and select the company (which is your Xero Organisation) that you would like to connect to Neat

4. Select which Multi-currency Wallet you’d like to connect and click ‘Next’

5. Choose or create Xero Account you’d like to connect to each Multi-currency Wallet

You can create a new Xero Bank Account by typing out the name you want your new Xero Bank Account to have

6. Choose a date to sync historical transactions from and click ‘Next’

7. You will see status as ‘Pending connection’. The status will change to ‘Enabled’ after three hours, but you can also click ‘Sync’ button to expedite the sync process