How to Connect Apps and Attach Files to Xero


One of the main benefits in transferring your accounts and accounting methods online is to keep everything in one place. With all your quotes, invoices, bills and reporting available at the click of a button it will save you time and offer a healthier way to maintain your records.

Xero accounting software can store your receipts and bills with supplier details and assign invoices and expenses to customers. Upload, organise, attach and access files from anywhere and at any time.

Xero is an HMRC Making Tax Digital (MTD) compatible digital software and has a huge marketplace offering integrations with free and paid-for apps to make life more convenient. Choose from expense and mileage apps to point-of-sale software to improve automation and efficiency.  

Recommended steps to take next
  1. Watch the Xero attaching files video here
  2. Read the Xero attaching files guide here
  3. Watch the Xero connecting apps video here
  4. Read the Xero connecting apps guide here
  5. Ask us what apps would suit your business

As your accountancy firm, you can benefit from free Xero training to help you navigate the system. Getting started now will help you effectively transition to Making Tax Digital.

The deadline is April 2024, and we highly recommend taking the steps to go digital as soon as possible to avoid any HMRC backlog or unforeseen disruptions. We’re here to help you.