To keep your account streamlined, you can integrate your Parker account with Xero. This allows your transactions to automatically sync to Xero once per day. Here’s how to set up this integration:
Steps to Connect Parker to Xero:
Log in to your Parker account:
Navigate to Integrations:
Select Integrations from the menu.
Then choose Web Apps.
Set up the Xero Integration:
Find Xero in the list of integrations and click Manage.
Click Add Accounts to link your Xero account.
Connect your accounts:
Enter your Xero credentials when prompted.
Select the Parker account(s) you want to connect and click Connect Account.
How Transactions Are Handled:
Parker Card transactions: All transactions made with your Parker card will be grouped under the same account or general ledger in Xero.
Parker Bank Account transactions: Transactions from each Parker bank account will be recorded in separate general ledgers in Xero.
Once connected, your Parker transactions will start syncing to Xero the day after you establish the connection. This automatic process ensures that your financials are always up-to-date without manual input.