Connect & Set up your Xero account with Knit

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

How Did We Do?

Powered by HelpDocs (opens in a new tab)