Connect your Sharesight portfolio to Xero
Sharesight has partnered with leading online accounting system Xero in order to provide a seamless solution between portfolio management and portfolio accounting.
The Xero Synchronisation feature allows you to connect your portfolio to your Xero account. This allows you to send details of share purchases, sales, and dividends to Xero as draft invoices, which can then approved for inclusion in your financial accounts and used to reconcile against your bank account.
If you have a Xero account, Xero synchronisation can be set up by clicking settings, then ‘Xero Synchronisation’ for the portfolio that you wish to connect. Note that you must first generate a Sharesight Network key from within Xero. Full instructions can be found in the Sharesight help documentation here.
Below is a short video we prepared for Xero customers:
Learn more about Xero at www.xero.com, free trial accounts are available.