Log into your Patricia Holdings account, click on “Orders and Invoices” to access all of your finalised orders. On the left hand side of the screen you will see the blue “Connect to Xero” button. Click on this button to connect to Xero. You will be presented with your Xero login screen. You can select which organisation record within Xero you would like to import the details to.
A message will be shown at the top of the screen to confirm that you are connected to Xero and which organisation you are connected to.
