You can import all your transactions from your ANNA account to Xero automatically. And it only takes a minute to set up.
How to do it
• Open the ANNA app
• Press the lightning button in the chat
• Scroll down to "Connect to my Xero" and press it
All you need to do is approve the terms of integration — that just means the information you send to Xero — and then authorise the connection to your Xero account. If you have more than one business on Xero, just select the one you want to connect with ANNA.
You can choose whether to export just the bank feed to Xero or use our extended integration and sync the categories, attachments and reconcile everything automatically. If you don't have any personal settings for accounts – we would recommend the second option. Anyway, after you set up the integration – you can open your ANNA transactions on your desktop and manually adjust the categories' mapping.
Once you’re done, you should see your ANNA transactions in Xero within 10 to 15 minutes at the most. And you don’t need to do anything else — from now on, all future transactions from your ANNA account will automatically appear in Xero.
Any questions? Just ask us in the app, 24/7.