You can do this from within your Xero account or your Capital on Tap account. To connect from your Capital on Tap account please follow these steps:
- Log in to your online portal
- Go to the ‘Connections’ tab
- Click on ‘Connect’ next to the Xero icon
- You will be redirected to login to your Xero account
- Select the business you wish to connect to
- You will be redirected back to the ‘Connections’ page which will now show Xero as ‘Connected’
If connecting from your Xero account you can search for the Capital on Tap bank feed and set it up this way!