How do I connect a new client’s QuickBooks or Xero account to Propio?

Go to the "Clients" section.
Use the search bar at the top to find the client you want to connect.

Click the "Onboarding" icon.

Click the green "Ledger Connection" button.

Select the accounting platform.
Choose either QuickBooks or Xero, depending on your current system.

Authenticate the account.
Follow the prompts to sign in to the selected platform and authorize the connection.

🪄 Tip: Make sure you're logged into the correct account to avoid permission errors.

Choose the correct QuickBooks or Xero file.

Finish the connection.
Propio will now sync historical transactions and continue syncing new ones based on the client’s accounting start date.

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