Table of Contents
Connect Your Accounting System
Use this overview to choose the right connection path. IRIS uses PRAL in the licensed-integrator field, while you choose the accounting source inside TaxConnect.
Pick a pathStart with Connect Xero, Connect QuickBooks Online, or Excel Import. Do not enter Xero, QuickBooks, or Excel into IRIS.
Overview
TaxConnect supports three Learn paths for accounting data: Xero, QuickBooks Online, and Excel/CSV import. The accounting source is selected inside TaxConnect after you sign in.
Which accounting software should I choose?
Choose the path that matches the system your business already uses.
- Xero — choose Connect Xero. This uses Xero's OAuth connection flow.
- QuickBooks Online — choose Connect QuickBooks Online. This uses Intuit OAuth.
- Excel/CSV — choose Excel Import. This does not use an external provider or OAuth connection.
Important notes about connections
One primary source per organisation
Pick the guide that matches the accounting data source you want to connect. If you maintain more than one source, connect the one you plan to use for day-to-day invoicing first.
IRIS vs TaxConnect
In IRIS, the licensed-integrator field should be PRAL. In TaxConnect, you choose the accounting source separately. That means Xero, QuickBooks Online, and Excel/CSV are selected in TaxConnect — not entered into IRIS.
Excel/CSV does not use OAuth
The Excel Import path is for file-based uploads and offline workflows. It does not create a connection to Xero or QuickBooks, and it does not require an external provider sign-in.
Need a quick reference?See the Xero product page, QuickBooks product page, and Excel product page.