Client Already in Your Systems
Already using QuickBooks Online, Xero, QuickBooks Desktop, Excel, etc.
1: Start the Client Registration in Propio
2: Connect the Client’s Ledger (QuickBooks or Xero)
3: Disconnect the Bank Accounts in your Ledger (QuickBooks or Xero)
How to disconnect a bank account in QuickBooks Online?
Log in to QuickBooks Online. Go to the Banking or Transactions > Bank transactions page. Find the bank account you want to disconnect. Click the...
How to disconnect a bank account in Xero?
Log in to Xero. Go to Accounting > Bank accounts . Find the bank account you want to disconnect. Click the three dots (⋮) next to the account nam...
4: Connect Bank Accounts in Propio
How do I use Propio with only PDF bank statements and no bank connection?
Log in to Propio. Go to the Clients page. Use the search bar to find the client you'd like to set up with a manual bank account. Once located, go ...
How do I connect a new client’s bank account using Propio Sync?
Go to the "Clients" section. Use the search bar at the top to find the client you want to connect. Click the "Onboarding" icon. On the "Connect your ...
5: Update the Chart of Accounts
How do I edit my client’s Chart of Accounts in Propio if I use Xero?
Make sure the client's Xero account is already connected to Propio. If not, follow the steps in: How do I connect a new client’s QuickBooks or Xero a...
How do I edit my client’s Chart of Accounts in Propio if I use QuickBooks Online?
Make sure the client's QuickBooks account is already connected to Propio. If not, follow the steps in: How do I connect a new client’s QuickBooks or ...
How do I Update The Chart of Accounts into Propio?
Make sure your ledger (QuickBooks or Xero) is connected to Propio. If not, click here to learn how to connect your ledger . Ensure your bank account ...
Standard COA Templates
Both QuickBooks Online and Xero offer templates for standard Charts of Accounts tailored to various industries. These templates provide a foundational...
6: Map your Propio-registered bank accounts to your ledger’s bank accounts
How do I map my Propio-registered bank accounts to my ledger’s bank accounts?
Make sure your ledger (QuickBooks or Xero) is connected to Propio. If not, click here to learn how to connect your ledger . Ensure your bank account ...
Why mapping my accounts matters?
It is vital that you map each bank account registered in Propio to its corresponding bank account already registered in your ledger . When you co...