Connect to Accounting Company

To connect to Xero, Sage Accounting and QuickBooks simply press the add button on the Task Pane of the Consolidated XL add-in:

How to install Consolidated XL

Select "Home" toolbar, then press [Consolidated XL] button on the toolbar
Log in if need be using your Offices 365 credentials
Press [Add] to add another company

After connecting the company, it will appear in the Company list, with its "CXL Company Code" allocated by Consolidated XL. Consolidated XL server will then start reading the accounts information and summarising financial movements to the FAST (Financial Accounting Summarization Table) by period and week for optimal reporting performance.

When complete you will receive an e-mail. In the meantime, you can add a second, or third company for processing, and use the 3 demo companies provided for evaluation and training.



Next Step

Training on functions and how to use them - Quick Guide to using the CXL functions