Once you have setup your basic account settings and invoice template the next step (if you use MYOB or Xero) is to integrate ServiceM8 to them. If you don't use MYOB or Xero skip this step and go to How to Import your Materials and Clients.


While logged in online, click settings


Click ServiceM8 Add-ons

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Then if you want to connect to MYOB click connect here

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click connect on Xero if you use Xero

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Or click Start Setup if you use QuickBooks Online


Each will take you to a wizard that will step you through the process of connecting.