If you've received a secure URL for Strongbox, follow that link to access the Strongbox Portal for your specific financial institution.
On the initial landing page, click the button for Xero to start the collection.
The next screen provides additional background information about Strongbox and the process for sharing your financial information. Note, the specific dates to be shared are provided. Click Continue to proceed.
Click the blue Connect to Xero button to launch the Xero login screen.
In the official Xero Log In window, provide the Email address and Password for your account with access to the correct Xero company.
Note: as outline above, the account must be an Admin level user to grant permission to Strongbox.
Once you log in, Xero will provide a list of the information that Strongbox requires access to.
Press the Allow access button at the bottom of the window to proceed.
When the connection starts, the portal will provide a progress bar and status updates.
The Strongbox Portal window will announce when the collection is complete. You've successfully shared reports from Xero!
Your financial institution may give you an opportunity to upload additional documents or download a copy of the submitted reports.
