Formitize CRM has a complete two-way integration with XERO. Management Portal > Settings cog > Integrate > Accounting Software > select Xero as ...
Mon, 25 Apr, 2022 at 8:14 AM
To remove your Xero integration from you Formitize Account in the Management Portal, Forms > Integrate > Profile > select the check box and Select ...
Mon, 25 Apr, 2022 at 8:19 AM
Formitize can pull data in MYOB Account Right and Essentials format. Our Quickbooks integration is coming soon.
Mon, 25 Apr, 2022 at 8:18 AM
Follow these steps in the same browser window (Chrome is preferred for all Formitize usage on a desktop) and don't open new browser tabs: 1) Go to Xer...
Mon, 25 Apr, 2022 at 8:16 AM
Formitize will pull in all of your Xero invoices, your customers, your line items and tax rates will automatically be pulled in from Xero into the CRM.
Mon, 25 Apr, 2022 at 8:15 AM
Xero is an online accounting system designed for small businesses and their advisors. It’s simple, smart and secure.
Mon, 25 Apr, 2022 at 8:12 AM
For all Xero set up questions please contact Xero directly.
Mon, 25 Apr, 2022 at 8:17 AM
Xero would be used as your accounting solution you can manage your payroll, HR, billing expenses, cash flow tracking, GST, etc. Xero has incredible integrat...
Mon, 25 Apr, 2022 at 8:13 AM