Connecting Expensify to Xero lets you sync expenses and financial data automatically between the two platforms. This guide walks you through everything you need to get started.

Requirements to connect Expensify to Xero

• You must log in to Xero as an administrator.
• Your Expensify Workspace must be on the Collect or Control plan.
• Two-factor authentication must be enabled in Expensify — learn how to enable it here.

Connect Expensify to Xero

To link your Expensify Workspace to Xero:

1. Click your Settings icon in the bottom-left menu.
2. Scroll down and select Workspaces.
3. Choose the Workspace you want to connect.
4. Click More features in the left-hand menu.
5. Scroll to the Integrate section and toggle on Accounting.
6. Click Accounting in the left-hand menu.
7. Click Set up next to Xero.
8. Enter your Xero login credentials to complete the connection and import your settings.

FAQ

How do I disconnect Xero from Expensify?

1. Click your profile image in the bottom-left menu.
2. Scroll down and select Workspaces.
3. Choose the Workspace connected to Xero.
4. Click Accounting in the left-hand menu.
5. Click the three-dot menu next to Xero and choose Disconnect.
6. Click Disconnect again to confirm.

Once disconnected, imported options from Xero will no longer appear.