2. Connecting a data source

Connect a data source to import your vendor information.

The first step to getting started with Trimwire Observe is to connect your accounting software. We currently have native support for Xero and Quickbooks Online.

If you are not the primary accounting lead at your company, invite them to Observe or ask them for the credentials before moving on.

Select your accounting software

Navigate to the connections page and select the right accounts to connect.

Enter your credentials

Grant Observe access to your records

If Trimwire was able to successfully connect to your accounting software, you should see a success message come up. If you have any trouble completing this step, please reach out using the chat icon or send an email to [email protected]