1. Log into your OFX account.

2. Navigate to the Setup tab: Select Integration from the sidebar menu.

3. Find the Xero tile: In the list of available software integrations, locate the Xero tile and click Connect.

4. Confirm the integration: On the integration form, click Connect to Xero. You’ll be redirected to Xero and prompted to log into your Xero account.

5. Authorise access: Select the Xero organisation you want to connect and click Allow access.

6. Return to OFX: You’ll be redirected back to OFX. The Xero tile will now display the connected file, confirming the integration is active.

Note

• Integrating with Xero will sync the Chart of Accounts, Tracking Categories, and Tax Rates with the OFX platform.

• With the integration active, any Bills, Payments, or Expenses published will be sent directly to Xero.

Related FAQ Articles:

• How to disconnect or reset the Xero Integration

• How does the Xero Integration work for Bills

• How does the Xero Integration work for expenses

• List of common Xero error codes and how to fix them

• Can I sync my contacts from Xero to OFX?