As a firm with multiple clients on both QB & Xero. Can both be connected at the same time? How does that work?
Thanks for your question. The answer is yes, you simply connect into your individual clients organisations, whether they are Xero or Quickbooks Online. You’ll then be able to see all clients, with the associated logo of their software package besides their name, furthermore, DataDear is smart enough to only show you your Xero clients whilst you’re in a Xero template, and vice versa, clever stuff right?
Please see below imagine showing this, apologies I lost some quality on my snip!
Within each sheet/workbook on Excel, you can be connected to a different organisation. I hope this answers your question!
That sounds awesome. Thanks Carl!