How do I export my pay run figures to Xero?

Xero is an online accounting system provided by Xero Ltd, based in New Zealand. If you have an account with Xero, you can transfer your payroll figures directly to their system, to save you from retyping them.

The easiest way to send your pay run figures to Xero is using the Xero API. Use The Payroll Site to calculate your pay run as normal. When you are finished, click Confirm payments and then click on the Export button. Click on the Accounts System Configuration tab, click Edit Details and select the option for "Xero API". Then fill in the nominal codes that you are using within Xero. Once you have clicked Save Changes, the system will remember them for next time. Next, click on the API Authorisation tab and follow the on-screen instructions. You will be redirected to the Xero site, where you may need to log in, and will need to click the Authorise button.

Once authorisation is complete, you can return to the Accounting Transaction tab and click "Send to Xero". The transaction will be sent directly to your Xero account, where it will appear as a draft Manual Journal. You can view and approve it using the Adviser menu within Xero.

Note: If you prefer not to use the Xero API, you can transfer the transaction to Xero by using one of the CSV options instead. These work by downloading a file to your computer, which you can then transfer to Xero using one of the Xero's Upload buttons - either on the Manual Journals page or on the Accounts Payable page.

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