How to connect Moneybase Business with Xero

Moneybase Business customers can connect their Moneybase wallets to Xero to automatically sync bank statement activity directly with their Xero organisation.

How to connect Xero

1. Log in to your Moneybase Business portal from a desktop.
2. Select the Settings icon at the top right of the page.
3. Select Integrations.
4. Under Accounting, select Xero.
5. You will be taken to the Xero integration page, where you will see:
   • the Connect option
   • a link to Xero’s website
   • a link to Xero’s FAQs
6. Select Connect.
7. A pop-up will open asking you to log in to your Xero account.
8. Once logged in, select the Xero organisation you would like to connect to Moneybase. If your Xero account has access to more than one organisation, these will appear in the drop-down list for you to choose from.
9. Select Allow access.
10. This connection may take a few minutes to complete.
11. Once successful, you will see the Xero integration page showing:

• a Connected status
• the connected tenant name
• a Disconnect option
• a Wallets option

How to sync your Moneybase wallets

1. Select Wallets.
2. Choose the Moneybase wallet you would like to sync.
3. Select the relevant Xero bank account, or choose to have a new one created for you.
4. Choose the sync start date.
   1. Please note that you can sync transactions going back up to a maximum of 1 year.
5. Select Sync now.
6. A screen showing Syncing wallet will appear, followed by a confirmation message that the wallet sync has been initiated.
7. Once the sync is complete, your Moneybase wallet activity should be visible in your Xero account.

Ongoing transaction sync

As long as your Xero connection remains active, Moneybase will automatically sync your daily bank statement transactions to Xero early each morning for the previous day’s activity.