Step 4 > You're Done - A Checklist Before You Start Syncing

So you've completed the Xero Setup. 

Lets do a quick recap before we move onto Setting up ConnectWise.

Things you need to have completed before moving to the ConnectWise setup steps.

Xero Online Setup
  • Have Account Numbers for each of your accounts in the Chart of Accounts.
  • Added numbers to all of your Chart of Accounts.
  • Setup at least one Tax Group in Xero
  • Setup Matching Payment Terms between ConnectWise and Xero.

Once you have the above checked off, you are now ready to start the ConnectWise Setup Steps.

Paul is the author of this solution article.

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