Xero Integration
Close the books in record time. With real-time Xero integration
Chase new business.
Chase your dreams.
Just stop chasing receipts
Receipt-chasing is a misuse of your time. Because now you can synch Xero and QuickBooks Online in seconds, and never do it again.
Even your cross-border and multi-currency payments are effortlessly sorted and reconciled. Always be ready for audits and tax time.
Repetitive manual tasks? Don’t hate them. Automate them.
Real-time reconciliation with total cash flow visibility. It’s just better in every way. But here’s 6 ways you’ll love integrating Xero and OFX.
Your books are updated automatically in real time.
Seamless workflows improve collaboration between teams.
Unifies all global and domestic payments in one simple platform.
Better spend control with receipt coding and categorization.
Instantly reconcile bills, the moment they’re approved.
Your controls for worry-free compliance, with validated expenses and categorised payments.
Set up in minutes.
Instantly saves hours.
It’s bookkeeping magic.
Real-time, 2-way sync saves you time, errors, and manual data entry.
Never duplicate another bill or payment processing work. Enjoy automated expense categorisation and have complete visibility across your domestic and international spend.
Close the books early this month.
FAQs
Can I reconcile the payment to Xero?
Yes. When creating a payment, choose ‘I know what to do’. This lets you enter any account code from your Xero Chart of Accounts. Once you code the payment in OFX, it automatically feeds into Xero and reconciles the bill for you.
Can I instruct my accountant to reconcile the payment?
Yes. Click ‘let my accountant do it’ when making a payment. OFX will send the bank feed Xero. Now your accountant can easily match and reconcile it with the bank feed.
Why are my Xero tax codes different in OFX to Xero?
We use standard Xero accounting and tax codes. 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 Xero link will take you directly to the corresponding Xero invoice. If you still can’t link, contact our support team business@ofx.com
I still can’t see my Xero payments. What can I do?
If your OFX Global Business Account is showing that Xero is connected but you can’t see payments, disconnect Xero in the OFX online platform and reconnect.
If you are still unable to see Xero payments, please contact business@ofx.com
Note: If you’re connecting Xero to your OFX Global Business Account for the first time, please note, we don’t currently pull Bills that are already in Awaiting Payment status.
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Ready to integrate and win back time?