Xero Integration | Connect & Set up your Xero account with Knit

Andrea
Andrea
  • Updated

Connect your Xero Account

  1. Open Company > Integrations
  2. Select Connect with Xero
  3. A Xero sign-in window will open; enter your Xero username & password and select sign in
  4. If successful, you will receive a confirmation message.

Assign your Chart of Accounts

  1. Open Reports > Xero 
  2. You will be brought to the Assign Chart of Accounts page.
  3. For each debit/credit entry, select the Xero account you would like to map these totals to
  4. Select Save & Continue

Export Payroll to Xero

  1. Open Reports > Xero 
  2. Select Export Payroll
  3. Select the Paygroup and Pay cycle Paydate of the payroll you would like to export
  4. Select Export Preview; you will then be directed to the Export Preview Screen
  5. After reviewing your export, select Export to Xero Now to export your payroll to Xero

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