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

To set up your Xero connection, complete the steps below.

Step 1: Connect Expensify to Xero

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 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.