> ## Documentation Index
> Fetch the complete documentation index at: https://help.dash.fi/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect Xero

> Connect Dash.fi to Xero and start syncing card transactions to your general ledger.

## Before you start

You'll need:

* An active Xero account
* Advisor or standard user access in Xero
* Administrator access in Dash.fi

## Step 1: Open accounting setup

1. Log in to Dash.fi and go to **Accounting** in the left-hand menu.
2. Select **Card Transactions**.
3. If no accounting platform is connected, you'll see a setup prompt. Click **Setup Integration**.
4. You'll be taken to **Settings → Integrations**. Select **Xero**.

## Step 2: Choose your integration mode

Dash.fi offers two modes. Choose the one that fits your workflow:

| Mode                                | How it works                                                                                                             | Best for                                         |
| ----------------------------------- | ------------------------------------------------------------------------------------------------------------------------ | ------------------------------------------------ |
| **Dash.fi Sync Mode** (recommended) | Your team codes transactions, attaches receipts, and assigns vendors inside Dash.fi. Reviewed transactions sync to Xero. | Teams who want all spend management in one place |
| **Bank Feed**                       | A raw transaction feed is pushed directly into Xero for coding there.                                                    | Teams who prefer to do all coding in Xero        |

## Step 3: Connect to Xero

1. Click **Connect** for your chosen mode.
2. You'll be redirected to Xero. Sign in if prompted.
3. Select the Xero organisation you want to connect and confirm the access request.
4. Dash.fi will redirect back to the app and begin the initial sync.

Wait for the initial sync to complete. Dash.fi pulls your chart of accounts and existing account structure from Xero — this typically takes a minute or two.

<Note>
  If you close the Xero sign-in popup before approving the connection, Dash.fi surfaces a **Finish connecting Xero** banner on the Accounting screen and **Settings → Integrations**. Click **Continue setup** in the banner to resume the same flow — see [Resume an incomplete connection](/integrations/accounting#resume-an-incomplete-connection).
</Note>

## Step 4: Set up your account map

Once the sync finishes, map your Dash.fi credit card to a GL account in Xero.

You can either:

* **Use an existing account** — if you already have a credit card liability account set up in Xero for Dash.fi
* **Create a new account** — recommended if you want to keep Dash.fi transactions separate

Give the new account a clear name (for example, `Dash.fi Corporate Card`) and click **Continue**. The account status should change to **Active**.

You can also map your Dash.fi bank accounts (Dash Cash, rewards wallet, connected bank accounts) to the appropriate GL accounts in Xero.

## Step 5: Map expense categories

Go to **Accounting → Categories**. Each Dash.fi spend category needs to be mapped to a GL account in your Xero chart of accounts.

Dash.fi suggests the most likely GL code for each category — review and confirm or adjust. You can update mappings at any time. Individual transactions can override the category default if needed.

## Step 6: Verify the connection

Return to **Accounting → Card Transactions**. Cleared transactions should now be visible and ready for review. If transactions appear, the connection is working.

## Reviewing and syncing transactions

With the integration set up, your workflow for each cleared transaction is:

1. Review the merchant, amount, category, GL code, vendor, and memo
2. Attach a receipt if required
3. Click **Mark as ready** — the transaction moves to the sync queue
4. Dash.fi syncs ready transactions to Xero in batches, typically within the hour

Transactions can be edited up until the batch picks them up. Once synced, the Xero record is the source of truth.

## FAQ

<AccordionGroup>
  <Accordion title="Which Xero plan is required?">
    Dash.fi works with Xero's standard plans (Starter, Standard, Premium). You need an account with access to the chart of accounts and bank feeds.
  </Accordion>

  <Accordion title="Can I connect multiple Xero organisations?">
    Each Dash.fi account connects to one Xero organisation. Contact support if you need to switch organisations.
  </Accordion>

  <Accordion title="Why doesn't Dash.fi sync card payments to Xero?">
    When you pay your Dash.fi balance, that payment flows into Xero through your bank account feed. Syncing it through Dash.fi as well would create a duplicate entry. The Payments tab in Dash.fi is for reference only.
  </Accordion>
</AccordionGroup>