Adding your first Xero client

It all kicks off in Precision when you add your first client.

A Client in Precision is linked to an Organisation in Xero, or a Company in QuickBooks Online. After you register you’ll be taken to the home page. This is where your team’s clients will live once they’ve been imported from your accounting software. Clicking Add Client will give you an option to select which accounting software you would like to import your first client from; either Xero or QBO.

If you select Xero, the app will take you to Xero, and you will be asked to log in if you haven’t already.  You’ll then be asked to select the Xero organisation you want to connect to Dext Precision and allow access to the data for import.