How to connect to Xero

Connect your account to Xero to start syncing your bookings with your accounting.

Add a bank account in Xero first

Before you connect, your Xero organisation needs at least one bank account set up. In Xero, go to Accounting, then Chart of accounts. Select Add bank account, then either add your account or choose Add without a bank feed and enter your details.

Connect your account

1. Open your profile icon and select Settings.

2. Go to Connect to accounts, then Accounting.

3. Find Xero and select Connect.

4. Sign in to Xero.

5. Choose your organisation.

6. Select Allow access.

Choose how bookings sync

Once you're connected, you can enter a date to control what gets synced. Only bookings confirmed on or after that date will sync to Xero. Leave the date empty to sync all bookings.

Disconnect and reconnect

If you connect before adding a bank account in Xero, disconnect and try again once it's set up.

1. Go to your profile icon and select Settings.

2. Go to Connect to accounts, then Accounting.

3. Find Xero and select Disconnect.

Then remove access in Xero as well:

1. In Xero, select your organisation.

2. Go to Settings, then Connected apps.

3. Find the app in your list and select Disconnect.