So you've completed the Xero Setup.
Things you need to have completed before moving to the ConnectWise setup steps.
- 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.