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Xero Integration
How do I set up Xero Integration?
How do I set up Xero Integration?

Setup Xero Integration under settings

Akbar avatar
Written by Akbar
Updated over a week ago

Step 1: Select "Features" from the main menu.

Step 2: Select "Accounting" and click on "Upgrade Plan"

Note: If you have upgraded the plan check Step 5

Step 3: You will be re-directed to the Subscription "Plans" section

Step 4: You get a pop-up stating "Upgrading to Standard payroll from basic payroll", click on confirm

Step 5: Click on "Connect" to connect your Xero Account
This will redirect you to the Xero Accounting login page.


Step 6: You will then be redirected to the "Xero" website in order to choose an organization and go through the Xero authorization process to enable access to your data


Step 7: In Order to continue using Xero as the accounting system for your payroll data, you'll need to complete a couple more steps.

Firstly, Choose whether you want to export your pay run data as a manual journal or accounts payable invoice

If you choose to export your data as a manual journal, you can also specify whether or not it is posted as a draft journal.

Once you configured your payrun option, the next step is to set up your chart of accounts going through the "Chart of Accounts" tab under the "Settings" heading.
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If you have any questions or feedback, please email us at support@payroo.com.au.

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