How do I export a pay run to Xero?¶
Once Xero is connected, you can send a finalised pay run to Xero as a manual journal, either as a Draft for review or Posted straight to your ledger.
Step 1. Make sure Xero is connected — see How do I connect Xero?.
Step 2. Open the pay run you want to export. It must already be finalised (the Export to Xero action doesn't appear on Draft pay runs).
Step 3. Click Export to Xero.
Step 4. In the Export Journal to Xero dialog, choose a Journal Status — Draft — review in Xero before posting or Posted — post immediately in Xero.
Step 5. Click Export as Draft (or Export as Posted) to send the journal to Xero.
The status you're offered follows your Default Journal Status in Settings → Integrations → Xero → Settings. If your payroll categories aren't mapped to Xero accounts there, the journal won't map to the right accounts — set the mapping under Payroll Account Mapping first.
Related guides¶
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