Dubsado

An overview of how Dubsado integrates with Xero and what to expect.

Understand the Xero integration in 2.0

Set up the Dubsado integration with Xero accounting software.

Connect your Xero account

Manage your invoices and manually sync invoices and payments with Xero if needed.

Manually sync invoices and payments with Xero in 2.0

When connecting a Xero payment account for syncing invoices and payments, make sure it fits these criteria.

The Xero payment account I want to connect is not showing up in the dropdown in 2.0

Becca Berg

Xero

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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