Link a Xero File

OVERVIEW

Once a Qvinci Entity has been created for Xero syncing compatibility, the assigned Entity Syncer can link and sync its Xero data.

Note: Only one Entity Syncer can be assigned per Entity. (See Users and Permissions for details.)

STEPS TO SYNCING XERO

 Access the Entity

• The Entity Syncer logs in at www.Qvinci.com using their Qvinci credentials.
• Navigate to Manage > Entities on the left menu and select the Entity to be synced with Xero.

 Connect to Xero

• Click Connect to Xero to designate that the Entity will sync from a Xero file.

 Sign In to Xero

• You will be redirected to the Xero login screen.
• Enter your Xero credentials to continue.

 Authorize & Confirm the Connection

• Select the desired Xero organization from the dropdown list, then click Allow to authorize the connection between Xero and Qvinci.
• A confirmation message will appear once the Qvinci–Xero sync connection is enabled.
• You will then be automatically redirected back to Qvinci.

 Complete the Sync

After being redirected:

• Wait approximately 2 minutes for the initial sync to complete, or

• Proceed to link additional Entities if needed.

 Verify the Sync

• Go to Tools > Sync Activity Report to confirm successful syncing.
• If the Last Sync Date column is populated for the Entity, the sync is complete and the Entity is ready for reporting.

Have Questions?
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