video1.0<iframe src="https://www.loom.com/embed/b75d20e2df0d48c29a3f97198bda441d" frameborder="0" width="1734" height="1300" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>13001734Loomhttps://www.loom.com13001734https://cdn.loom.com/sessions/thumbnails/b75d20e2df0d48c29a3f97198bda441d-1698716426286.gif512.6656675496666In this video, I will show you how to connect Purée to Xero accounting software. By connecting the two, you can automatically sync the quotes you prepare in Purée with Xero. I will guide you through the process of connecting the two platforms and selecting the appropriate accounts in Xero. Additionally, I will explain how to set the invoice date and due date in Xero, and I will recommend enabling the auto-sync feature for seamless updates. I explain how to use the new feature in Xero that allows you to link quotes from Puree. I show you how to access the quotes tab and the extra column that appears. I also demonstrate how to identify the status of each invoice and what it means when an invoice is authorized. Additionally, I discuss the process of sending an invoice to Xero and creating a draft invoice. I also touch on the importance of tracking prepayments and how Puree helps with that. Finally, I walk you through the steps of linking a quote in Puree to a customer in Xero. Finally, I explain how to edit and update links in Xero. I show how to access the link form, update information like due dates and contacts, and then navigate to Xero to view the link. I also demonstrate how to view draft invoices, access customer details, and approve and send invoices to customers through Xero. This video provides a step-by-step guide on managing links and invoices in Xero.