Our Xero integration lets you reconcile payments, all in one place
Reconciliation can be easier with our real-time, two-way sync with Xero. Skip the manual steps and get back to the things that matter most.
The benefits of integrating Xero
- Update and sync with Xero in real time.
- Instantly reconcile bills in Xero once payments are made.
- Get better visibility and control of your business spending.
- Domestic and international payments, in one place.
- Improve workflows and collaboration between teams.
- Helps to maintain compliance with recorded and categorised payments.
How to connect to Xero
1. Go to Setup > Integrations
In the platform menu, select Setup then click Integrations.
2. Select Xero
Click the toggle next to Xero to turn on. Review the permissions and click Confirm.
3. Log in to your Xero account
Log in to your Xero account and allow access.
Ready to make a business transfer? Create your free account now.
Why choose OFX
- Make global payments via SWIFT to 170+ countries
- Save on your FX rates with our global network
- Create and issue virtual cards for your employees and subscriptions
- Automate the accounts payables process
- Collect, hold and send funds in 30+ currencies with our multi-currency business account
- Earn points when you fund your OFX Business Account using a rewards credit card (Visa or Mastercard)
- ISO/IEC 27001:2022 certified in Australia
FAQs
Can I reconcile the payment to Xero?
Yes. Select ‘l know what to do’ when creating a payment. This will allow you to enter any account code from Xero synced from your Chart of Accounts. Coding your payment from OFX will send a payment feed directly to Xero, which will auto-reconcile the bill.
Can I instruct my accountant to reconcile the payment?
Yes. Select ‘let my accountant do it’ when creating a payment which will directly send through a bank feed to Xero. Your accountant will then be able to reconcile the bill in Xero and match it to the corresponding bank feed.
Why are my Xero tax codes different in OFX to Xero?
We use standard Xero accounting and tax codes synced through the API. These codes are specific to your Xero account and region. If you have customised your accounting and tax codes, please contact our support team at business@ofx.com.
My transaction isn’t syncing to Xero?
- Log in to our OFX online platform or Business Mobile App.
- Click on the Payment tab.
- Filter and locate your payment.
- Click on More details.
- Click on the Xero link.
This link will take you directly to the corresponding Xero invoice. If still not working, please contact our support team at business@ofx.com
I still can’t see my Xero payments. What can I do?
- If your Business account is showing that Xero is connected but you can’t see payments, disconnect Xero in the OFX app and reconnect.
- If you are still unable to see Xero payments, please contact business@ofx.com
Note: If you’re connecting Xero to OFX for the first time, please note, we don’t currently pull Bills that are already in Awaiting Payment status.
Need help creating your account? Want to ask a question?
You can call or email us, anytime. With offices in 9 countries, there’s always an OFXpert to help you when you need, 24/7.
