Xero Integration FAQ | Quick Consols Help & Support

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FAQs

Frequently asked questions

Need to know a little bit more about the Xero integration? Read through our frequently asked questions, for clear and concise answers.

How do I disconnect from Xero?

To disconnect a company, click “Group” -> “Integrations” -> Select the company you want to disconnect and click “Disconnect from Xero.” See the video on disconnecting here: https://youtu.be/LNaCK32lREc

What doesn’t your integration do?

Quick Consols doesn’t currently fetch exchange rate information from Xero. Exchange rates are either automated through xe.com or manually updated. Quick Consols doesn’t bring in any transactional information from Xero

When and how does data sync occur?

Syncing of data happens automatically at around midnight on a daily basis. Users can also run the integration for a specific company by clicking “Group” -> “Integrations” -> Select the company you want to run and click “Run Integration.”

What does the integration into Xero cost me?

It costs nothing; this is a value-added service provided by Quick Consols and Xero.

How do I know if all the data has come across?

Quick Consols has an informative dashboard for all its integrations on the home screen. Click the dashboard item called “Integrations” to see the status and detailed information on each of the integrations in your group.

Is there an audit trail of the active integrations?

All events are tracked in Quick Consols and can be accessed in two ways. For integration-specific events, click “Group” -> “Integrations” -> Select the company you want to view and click “View History.” For all events affecting a specific company, click “Companies” -> Select the relevant company -> Click “Events.”

Any other questions?

Feel free to open a ticket with one of our expert support staff by sending an email to support@quickconsols.com.

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