In this article, we will show you how to import the General Ledger from Xero to MyWorkpapers.
1. Select Import from the Trial Balance page:
2. Select "Connect to Xero"
3. Enter your Xero details and Login.
4. Select your client's name, the periods you wish to import and your chosen accounting structure. Then click continue to import:
5. You will then be prompted that the Import has completed. Click the Trial Balance option.
6. From the Trial Balance page, you can now select the Trial Balance dropdown and go into the General Ledger:
(Please note that, depending on the size of your general ledger, times may vary on how quickly the general ledger generates. Please check every couple of minutes if you can yet see it. Once generated, there will be no further delays to view.)
7. Your Xero general ledger will then be generated in the General Ledger area.
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