How do I connect Xero to my account?
Xero is cloud-based accounting software that helps you manage your business finances. [link to: https://www.xero.com/us/small-businesses/]
When you connect Xero to Novo, your transactions sync automatically to Xero so you don’t have to upload them manually.
To connect or disconnect Xero to your Novo account:
In the app:
1. Tap More
2. Tap Apps
3. Tap Xero
4. Choose Connect (or Disconnect)
5. Sign in to Xero
On the web:
1. Log in to Novo
2. Go to Apps (bottom of the left menu)
3. Choose Xero
4. Click Connect (or Disconnect)
5. Sign in to Xero
Once connected, your transactions will start syncing automatically. Your past year of transactions is uploaded, and new activity updates regularly in the background.
If your Xero connection is lost, here's how to reconnect your account:
1. Go to Apps (app: More → Apps)
2. Find Xero
3. Choose Disconnect
4. Choose Connect and follow the prompts