1. Select Source and Destination

When you first log in and go to the Settings page, you’ll be asked to select the following:

Source: Infusionsoft is currently the only option

Destination: Select Xero or QuickBooks Online

Click Save Changes

Note: Once you’ve selected your destination, this page will not appear again and the regular Setting page will be displayed instead. Until you’ve authorised Infusionsoft and either Xero or QuickBooks Online, the page will look like this: