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Xero Export

Part of Booksmate's export options.

Connecting to Xero

  1. Click "Exports" at the top of the Booksmate application.
  2. Click "Connect Xero" and follow the sign-in steps.
  3. Choose the Xero organization you want to sync to and click "Save Changes".
  4. You're all set.

From here on, your documents sync to Xero automatically as draft bills.

Before you start: On the first run, all existing documents export to Xero. Every transaction is created in Draft status so you can review it before approving. Booksmate prevents duplicates by matching the invoice reference and vendor within the same fiscal year, and it requires a ROUNDING system account to be configured in Xero.

Configuring Xero Export

Click "Settings" under your Xero connection to change how documents export:

  • Xero Organization: choose which Xero organization your documents sync to.
  • Default Purchase Account Code (optional): the fallback account code (for example "400") used when Booksmate cannot determine the correct purchase account.

Viewing Account Status

  • Once connected, your integration status shows on the "Exports" page.
  • You can see the connected Xero organization, connection status, and number of exported documents.

Exporting Documents to Xero

After the connection steps above, this is fully automated. Nothing to do. To export everything right away, click "Export now" at the top of the "Exports" page.

Pausing Syncing to Xero

To pause syncing:

  1. Click "Exports" at the top of the Booksmate application.
  2. Click "Pause" under your Xero connection.
  3. You're all set.

Managing Your Xero Connection

To remove or change your connected Xero account:

  1. Click "Exports" at the top of the Booksmate application.
  2. Click "Settings" under your Xero connection.
  3. Click "Disconnect" at the bottom.
  4. Done. No more documents will sync.

NOTE: Existing bills in Xero stay put. Booksmate never deletes your data. Reconnect anytime, no duplicate transactions.

Benefits of Xero Export

  • Automatically create draft bills in Xero from your invoices and receipts.
  • Review every transaction before approving it.
  • Save hours of manual data entry each month.
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