How can we help?

How To Export Transactions To Xero

PEX offers the ability to export your transactions to many accounting platforms, including Xero. To export your transactions to Xero:

  1. Login to the administrator site at https://admin.pexcard.com
  2. Navigate to the tab titled "Export" and click the sub tab titled "Export to Xero"
  3. Select the start and end date.
    Important: To avoid the possibility of creating duplicate records when downloading into Xero, select a “Start date” that does not include records you have previously downloaded.
  4. Click "Export to Xero". This will trigger a download of an OFX file to your desktop or downloads folder.
  5. Open Xero and import the file.

For instructions on how to import into Xero, read Xero's guide to importing OFX files.

 

 

Was this article helpful?
0 out of 0 found this helpful