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Videos playlist: Xero integration

See how to set up the Xero and Katana integration, how the integration works and what benefits it provides

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated this week

The following 4 videos give you an introduction to the Xero integration, explain how data moves between to the 2 platforms, describes how to set up the integration, and how to create invoices and bills between Katana and QuickBooks Online

Note: The videos show an old Katana UI. You can now connect to Xero from the Integrations Marketplace (puzzle piece icon in top toolbar)

Introduction

How data moves between Xero and Katana

Integration setup flow

Create Invoices and Bills


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