Disconnect the integration between Xero Practice Manager and Xero

After you have finalised the migration to FYI for Practice Management, and confirmed the Invoice and WIP migration are complete, you can now disconnect the integration between Xero Practice Manager and Xero.

FYI will become the primary source to synchronise Invoices and Contacts with Xero.

To disconnect the integration:

  1. In Xero Practice Manager, click the Business menu and select Settings.

  2. Under the Connections heading click Xero.

  3. Hover over Options and select Disconnect from Xero.
  4. Click Yes to confirm.
Was this article helpful?
0 out of 0 found this helpful