Exporting transactions to Xero

Documentation Index

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Export transactions to Xero

1

Log in to the administrator site at dashboard.pexcard.com.

2

In the left navigation, click Reports.

3

Choose Xero export for the report plan, or search for Xero.

4

Choose your report Start and End dates.

Note:To avoid creating duplicate records when downloading into Xero, choose a Start date that does not include records you have already downloaded.

5

Click Export to Xero. This downloads an OFX file to your desktop or downloads folder.

6

Open Xero and import the file.