So you've completed the Xero Setup. 

Lets do a quick recap before we move onto Setting up ConnectWise.

Things you need to have completed before moving to the ConnectWise setup steps.

Xero Online Setup
  • Have Account Numbers for each of your accounts in the Chart of Accounts.
  • Added numbers to all of your Chart of Accounts.
  • Setup at least one Tax Group in Xero
  • Setup Matching Payment Terms between ConnectWise and Xero.

Once you have the above checked off, you are now ready to start the ConnectWise Setup Steps.