Patricia Holdings

Documents , Accounting

Using our online platform, clients are able to register a company and receive their ASIC approval within minutes at the click of a button. Increase office efficiency by importing newly established company records from your Patricia Holdings account into your Xero instance saving you time and money, while removing the hassle of rekeying data manually.

Using our online platform, clients are able to register a company and receive their ASIC approval within minutes at the click of a button. Increase office efficiency by importing newly established company records from your Patricia Holdings account into your Xero instance saving you time and money, while removing the hassle of rekeying data manually.

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About Patricia Holdings

The new Patricia Holdings app will enable businesses to quickly and easily import their new company details into Xero as a contact record. This app is useful for those companies just getting set up along with larger accounting firms that are using the Xero product.

Explore all Features of Patricia Holdings

Patricia Holdings + Xero

No more manual entries and re-keying!
Increase office efficiency by importing newly established company records from your Patricia Holdings account into your Xero instance saving you time and money while removing the hassle of re-keying data manually. The new app will allow you to directly import one or multiple new Company records including: company name, address, director's name into Xero as a new contact record.

 

Getting started

Getting Started To connect your Patricia Holdings account to Xero:

1. Log into your Patricia Holdings account
2. Click on the blue “Connect to Xero” button
3. Select the Xero Organisation you wish to import into
4. Allow Patricia Holdings to access your Xero account
5. In your Patricia Holdings account, go to the “My Company Data” page and select the records you wish to import to Xero.
6. Click on “Import to Xero”
7. You will see a message onscreen once the import has been completed.

Explore how to setup Patricia Holdings

Summary


Added on

18/10/2018

Integration details


Xero

Countries

Australia

Languages

English

Categories


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