Xero

The Xero integration posts your Accountable activity to Xero, coded with accounts and contacts from your Xero organization.

What syncs

Accountable activity	Posts to Xero as
Card and bank expenses	Expenses, with account and contact
Bill payments	Payments against bills
Bills from bill pay	Bills, when Auto-Sync Invoices as Bills is on
Owner payouts	Payments tied to a contact and invoice
Transfers and deposits	Transfers and deposits

Accountable reads your chart of accounts, contacts, and open invoices from Xero for coding.

Connect Xero

1. Click Accounting in the left navigation, or go to Settings > Integrations > Accounting.
2. Click Get Started and choose Xero.
3. Sign in to Xero, choose your organization, and allow access.

You'll see "Successfully connected to Xero." A Xero review queue appears under Accounting.

After connecting

• Map each Accountable account and card to its Xero bank account on the Accounts page.
• In Settings > Integrations > Accounting, turn on only the coding fields your Xero setup uses.
• Add accounting rules. Rule names use "Xero," for example "External Transaction Merchant Name to Xero Category."

Coding

Each expense needs an account and a vendor (contact). Field staff can choose the account category from the receipt link if you add the Category field in Settings > Account > Transaction Links.

Common issues

• A contact is missing: add it in Xero. It appears in Accountable after the next refresh.
• A sync failed: open the transaction to see Xero's error, fix the field, and sync again, or skip it and enter it in Xero manually.
• Locked period: Xero rejects transactions dated before your lock date. See Fixing sync errors.

Tip: Turn on Include Property Name in Memo so you can search Xero by property.