Connect Xero or QuickBooks
Merchaint never asks for your accounting password. You sign in at Xero or QuickBooks directly and they hand Merchaint a key that you can take away at any time.
- A walkthrough video, then the six steps
- What appears once the connection is live
- Four things that look like errors and are not
- Why the connection name matters more than you think
01 · Video
Feature walkthrough
02 · Why
Why does it send me to another website?
Merchaint never asks for your accounting password. Instead you sign in at Xero or QuickBooks directly and they hand Merchaint a key that you can take away at any time. That is why the process sends you off to another website and back.
03 · How
Connect a company
- Go to Settings → Integrations.
- Find
XeroorQuickBooks Onlineand pressConnect. - Give the connection a name — something like
QuickBooks Online — Head Office. If you will only ever have one, the default is fine. - Press
Save & Authorize. - Sign in to your accounting system and choose the company you want to connect.
- Allow access. You come back to Merchaint automatically.
04 · Expected result
The connection appears under Connections at the top of the page, showing the name you gave it, a Connected badge, the company name and its ID straight from the accounting system, and buttons for Sync Mappings, Sync Status and Reconnect.
The provider card further down now says Connected, and its button changes from Connect to Add Connection.
05 · Troubleshooting
Nothing appears after I come back
Check the workspace you are in. Connections belong to a workspace — see Connections belong to a workspace.
The page shows only "Available Providers"
That workspace has no connections. It is not an error; it just looks like one, because there is no message saying so.
The connection appears but says Error
The sign-in did not finish. See When a connection goes Degraded or Error.
Odoo, MYOB and SAP are greyed out
They are not available yet. Their buttons say Coming Soon and cannot be pressed, even though some screens elsewhere in Merchaint mention Odoo as an example.
06 · FAQ
Common questions
No. One connection does both.
Yes. Press Add Connection on the provider card and go through it again. Name them properly — the name is how you will tell them apart everywhere else.
No, you can leave it blank, but do not. It is the only thing that distinguishes two connections to the same provider.
No. The dialog says so directly: you sign in at your accounting system, not at Merchaint.
The kinds of record that provider can exchange. Xero lists 17, QuickBooks 11.