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How do I integrate with Xero?

custom_extract.pngIt’s simple to integrate your Receipt Bank account with your Xero account.

Please login to your Receipt Bank web account, then follow these instructions:

1.Open your 'Account Settings' menu.

2. Navigate to the ‘Integration’ tab (or General tab if you're on an Extract account).

 3. Click on the button 'Choose integration'.

 4. Select Xero Online and follow the steps.

 Alternatively, check out this video on how to link your Receipt Bank and Xero accounts.

If you get an error "No active organisation in xero" then please contact your Xero admin to upgrade your role!
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