1. How do I connect to Xero?
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"How do I connect to Xero?"
To send payday debits and credits to Xero, first you'll need to connect it.
To connect Xero to receive a payroll group's payday debits and credits:
- First, select the payroll group on: "Menu", then "Payroll groups"
- Then tap: "Settings", then "Payroll group settings"
- Then on the "Settings" tab, scroll down to the "Accounting" heading.
- And tap: "Accounting package" to select: "Xero"
- Next, type in your: "Email address"
- And your: "Password"
- Then tap: Log in
- And enter your multi-factor authentication, or tap: Not now
- Then you'll be asked to select the Xero company that you'd like the transactions to be sent to.
- Then tap: Allow access
- And now, once it's connected, you'll see a green tick saying: "Xero connected"
- And finally, from now on, the payroll group's transactions are automatically sent at midnight of the day your payslips were paid.
You may notice:
- That once it's connected, there's now a blue "Disconnect" link below it.
- If you ever need to move to a different accounting package, or switch to a different Xero company, tap the "Disconnect" link.
- And you can now move to a different accounting package.
- Or switch to a different Xero company.
- And from then on, all your payday debits and credits are now sent to your newly selected accounting package.
Keep in mind that:
- Right now only up to 25 orgs can be connected to Xero, because the 1st Money Xero integration isn't certified.
- You can read more about certification and get updates on the ideas page for Xero.
- And remember to add your vote to encourage Xero to certify the integration to: "Become a Xero App Partner"
Also remember that:
- Setting the accounting connection is something you only have to do once.
- Once it's connected, payday can then be done by any of your org's payroll admins, and from any device.
- The connection is then remembered well into the future, no matter what device it's done on.
For advanced usage:
- If you've got more than one payroll group, you'll need to repeat the connection steps for each payroll group.
To learn more:
- About immediately sending payslips to Xero, watch the video on: Sending to your accounting package
Sending to your accounting packageAnd that's it! That's everything you need to know about connecting to Xero!
www.1st.money/uk/help/Accounting/1._How_do_I_connect_to_Xero
