Connect to Xero

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.

The toggle location to enable accounting integrations like QuickBooks Online

How to enable accounting integrations like QuickBooks Online

The QuickBooks Online Connect button

FAQ

How do I disconnect Xero from Expensify?

  1. Click your profile image or icon in the bottom left menu.
  2. Scroll down and click Workspaces in the left menu.
  3. Select the workspace you want to disconnect from Xero.
  4. Click Accounting in the left menu.
  5. Click the three-dot menu icon to the right of Xero and select Disconnect.
  6. Click Disconnect to confirm.

You will no longer see the imported options from Xero.

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