Xero integration

Integrate with Xero to automatically post your payroll journal to Xero.

Note: Payroll journals are posted as a draft, so you will need to post it in Xero.

How to connect to Xero

1. From the left side bar, navigate to Settings.
2. Under the Integrations heading, select Overview.
3. Click Integrate in the Xero tile.
4. Click Integrate in the Xero settings pop-up.
5. Use your Xero log-in credentials to give UK Payroll access to your account. Click Allow access.

   Tip: If you are already logged into QuickBooks, the connection will authenticate automatically.

6. UK Payroll automatically retrieves your chart of accounts from Xero and maps them to each UK Payroll payroll item. The fields on the left are UK Payroll fields, and the fields on the right are QuickBooks fields. Review the corresponding fields.
   

   Note: If you want to split the accounts by department to separate accounts in Xero, toggle on Split by organisational structure and map each structure to each individual account.

7. Click Save.

How to change Xero integration settings

1. From the left side bar, navigate to Settings > Integrations > Xero.
2. Make the necessary changes and click Save.

FAQs

Why aren’t my payments reconciling?
If you use UK Payroll to make payments to employees and/or HMRC, the payments are pushed to Xero when the payroll has been Submitted. Once the payments reach Xero, they should already be reconciled.

Note: Only payments made from your UK Payroll account are pushed to Xero. Payments made into your UK Payroll account aren’t pushed to Xero.

Any payments with errors won’t be reconciled in Xero. Check the Payments page in UK Payroll to see payment statuses.

Additionally, UK Payroll doesn’t reconcile any manually created payments. These will need to be reconciled manually in Xero.

Why can’t I see the reconcile button in Xero?
Check your user permissions in Xero.