You must have a Xero account and an Expensify Collect or Control plan to use the Xero connection.

Expensify’s integration with Xero supports syncing data between the two systems. Before you start connecting Expensify with Xero, there are a few things to note:

• You must be able to login to Xero as an administrator to initiate the connection.
• A Collect or Control Plan in Expensify is required to integrate with Xero.

Step 1: Connect Expensify to Xero

1. Click your Settings icon in the bottom left menu.
2. Scroll down and click Workspaces in the left menu.
3. Select the workspace you want to connect to Xero.
4. Click More features in the left menu.
5. Scroll down to the Integrate section and enable the Accounting toggle.
6. Click Accounting in the left menu.
7. Click Set up to the right of Xero.
8. Enter your Xero login details to import your settings from Xero to Expensify.