PEX offers the ability to export your transactions to many accounting platforms, including Xero. To export your transactions to Xero:
- Login to the administrator site at https://admin.pexcard.com
- Navigate to the tab titled "Export" and click the sub tab titled "Export to Xero"
- 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.
- Click "Export to Xero". This will trigger a download of an OFX file to your desktop or downloads folder.
- Open Xero and import the file.
For instructions on how to import into Xero, read Xero's guide to importing OFX files.