Connecting Puree with Xero
In this video, I will show you how to connect Purée to Xero accounting software. By connecting the two, you can automatically sync the quotes you prepare in Purée with Xero. I will guide you through the process of connecting the two platforms and selecting the appropriate accounts in Xero. Additionally, I will explain how to set the invoice date and due date in Xero, and I will recommend enabling the auto-sync feature for seamless updates.
I show you how to access the quotes tab and the extra column that appears. I also demonstrate how to identify the status of each invoice and what it means when an invoice is authorized. Additionally, I discuss the process of sending an invoice to Xero and creating a draft invoice. I also touch on the importance of tracking prepayments and how Puree helps with that. Finally, I walk you through the steps of linking a quote in Puree to a customer in Xero.
Finally, I explain how to edit and update links in Xero. I show how to access the link form, update information like due dates and contacts, and then navigate to Xero to view the link. I also demonstrate how to view draft invoices, access customer details, and approve and send invoices to customers through Xero. This video provides a step-by-step guide on managing links and invoices in Xero.