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- Set up and find your company using the search tool, press select, and click continue.
- Click ‘Connect to Xero’. You’ll be forwarded to the Xero website. Simply log in with your credentials.
- You’ll be automatically returned to RDvault. Click continue to complete the process.
- Find the company you’d like to disconnect from Xero in My RDvault.
- Click the three dots on the right hand side and select ‘External Connection’.
- Click ‘Disconnect Xero Account’ to complete the process.