Connecting Xero & QuickBooks

Complyax integrates directly with Xero and QuickBooks to automatically import your clients’ general ledger data during VAT reconciliation and management accounts generation.

Unlike HMRC, accounting software is connected on a per-client basis.

How to Connect a Client’s Accounting Software

1. Navigate to the Clients Database.
2. Click on the specific client you wish to set up to enter the Client Management Workspace.
3. Under the Integrations tab, you will see options for Xero and QuickBooks.
4. Click the Connect button next to their respective software.
5. You will be redirected to the software provider’s secure login screen. Log in using the credentials that have access to that specific client’s file.
6. Authorize the connection and you will be returned to Complyax.

Managing the Connection

Once connected, you can check the status of the link at any time from the Client Management Workspace.

If a client moves to a different software provider (e.g., from Xero to QuickBooks):

1. Click the Disconnect button next to the active integration.
2. Confirm the revocation of the access token.
3. Click Connect on the new provider to establish the new link.