🔗How to link Pemo to Xero - 5 Step Guide
In just 5 easy steps, your Pemo account will be integrated with your Xero account, ensuring your expenses and invoices flow effortlessly and accurately every day.
Head to " Accounting Export" from the left navigation menu, then select “Card Expenses”
From the dropdown list select "Xero", then click on "Get started”
You’ll be redirected to Xero Autorization page; here fill in your Xero account’s username and password
Only users with Standard or Advisor roles in Xero can manage connections.
After you’ve logged in, you’ll be asked to allow access to Pemo. This permission lets us match your accounting fields and push expenses, which is essential to complete the integration.
If the account is linked to more than one company, you can pick the company at this step
After agreeing, Pemo will start syncing data from your account. Once the sync is complete, finalize the accounting setup by selecting the “Payment account.” This is the account within Xero where expenses made with your Pemo account will be synced and reflected.
If you haven't created a Payment Account dedicated to Pemo yet within Xero, you can create one directly in the same field. Just input the preferred name for the new Payment Account and select "Confirm." We’ve simplified the process, enabling you to set up the required account smoothly.
You can always change or create the payment account later if needed.
You’re all set and your Pemo account is ready to be synched with your Xero account!
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