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All CollectionsIntegrating Your Accounting Software
πŸ”— Connecting your accounting software
πŸ”— Connecting your accounting software
Updated over 7 months ago

As part of the credit process we require ongoing access to your accounting data. If your borrowing entity uses Xero you can connect your account and we'll handle the rest.

Connecting your Xero account is simple.

  1. Login to Harvo

  2. Navigate to Entities > Integrations

  3. You'll be asked to select your accounting provider before being taken to your provider to authorise the connection. Once authorised, you'll be automatically returned to Harvo.


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  4. Once the connection has been successfully established, you should now see your accounting software provider integrated under the integrations tab.
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