Connect your Xero Account
- Open Company > Integrations
- Select Connect with Xero
- A Xero sign-in window will open; enter your Xero username & password and select sign in
- If successful, you will receive a confirmation message.
Assign your Chart of Accounts
- Open Reports > Xero
- You will be brought to the Assign Chart of Accounts page.
- For each debit/credit entry, select the Xero account you would like to map these totals to
- Select Save & Continue
Export Payroll to Xero
- Open Reports > Xero
- Select Export Payroll
- Select the Paygroup and Pay cycle Paydate of the payroll you would like to export
- Select Export Preview; you will then be directed to the Export Preview Screen
- After reviewing your export, select Export to Xero Now to export your payroll to Xero