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Xero Practice Manager Integration
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SuiteFiles Web App
Xero Integration
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Help Centre
Integrations
Getting Started
Getting Setup
On-Demand Training
Using SuiteFiles
File and Folder Basics
Search and Navigation
Templates
Sharing and Tasks
PDF Editing and Annotations
Webinars
Our Apps
SuiteFiles Outlook for Windows
SuiteFiles Outlook for Web and Mac
SuiteFiles Drive
SuiteFiles Chrome Extension
SuiteBackups
SuiteFiles Connect
Connect for SuiteFiles users
Connect users
Document Signing
Integrations
Xero Practice Manager Integration
WorkflowMax Integration
Xero Tax Integration
Xero Workpapers Integration
FuseDocs
OneDrive
GreatSoft Integration
Karbon Integration
QuickBooks Online Integration
Subscription and Billing
Managing users
Managing your subscription
Troubleshooting
SuiteFiles Web App
Xero Integration
SuiteFiles Outlook
SuiteFiles Drive
Office 365
What's New
Integrations
Set up our Xero Integrations to pre-populate your templates and link your client data
Xero Practice Manager Integration
How do I structure SuiteFiles to work with my Groups in Xero Practice Manager (XPM) ?
Setting up the Xero Practice Manager Integration
Using the Xero Practice Manager and SuiteFiles Integration
Recommended Folder Structure When Using Xero Practice Manager
Bulk Folder Generation: How to Import Client Data from XPM
See more
WorkflowMax Integration
Setting up the WorkflowMax integration
Using the WorkflowMax and SuiteFiles Integration
Xero Tax Integration
Setting up the Xero Tax integration
Printing Tax Returns to SuiteFiles
Xero Workpapers Integration
Download workpapers from Xero to SuiteFiles
FuseDocs
Getting Started with the SuiteFiles x FuseDocs (FuseWorks) Integration
OneDrive
SuiteFiles x OneDrive integration guide
GreatSoft Integration
Setting up the MYOB Practice Management/GreatSoft Integration
MYOB Practice Management/GreatSoft Merge Fields for Templates
Karbon Integration
Setting up the Karbon integration
QuickBooks Online Integration
QuickBooks Online Merge Fields for Templates
Setting up the QuickBooks Online Integration