Connect Xero to Kontolink, to get all your transactions and documents directly from Kontolink to Xero.
Follow this step-by-step guide, to quickly make the setup.
Open the menu in Kontolink, and choose “ERP system”.
Choose “Xero”.
Tip: Before you choose Xero, make sure you have Xero open and logged in, in another tab. That way, Kontolink will get access directly to you Xero account.
Allow access from Xero to Kontolink
Choose organization.
If you have access to multiple organizations, they will appear in this tab.
Select the balance account for bank entries (this should be the same account as in your ERP system)
Xero is now connected to Kontolink.
Approved transactions in Kontolink, will now be created as entries in Xero.
Next step is to make sure your Category Setup is up to date.
Click “Category Setup”, and follow this guide:
Hos Kontolink ønsker vi at lave bogføring så let som mulig for virksomheder og deres bogholdere/revisorer. Hvis du ønsker at vide mere om Kontolink, har feedback til produktet, eller blot ønsker at sige hej, er du altid velkommen til at kontakte os på hello@kontolink.com.
At Kontolink, we aim to make bookkeeping as easy as possible for businesses and their bookkeepers/accountants. If you want to know more about Kontolink, have feedback on the product, or just want to say hi, you are always welcome to contact us at hello@kontolink.com.
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