Getting Started – Connecting to Xero

When you first join BeanBox you will immediately be prompted to connect your account to Xero.

Once you’ve done that your reports will be available for viewing.

If you want to connect additional organisations in Xero to BeanBox, simply follow the steps here:  Adding More Organisations

To see how Xero data is used in BeanBox view the Data Flow Diagram.

 

To contact BeanBox support, submit a support ticket or email support@beanbox.app.

If you haven’t yet tried BeanBox, get started for free here.

in Getting Started

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