Integration with Xero Cashbook

Crystal Payroll integrates with both Xero and Xero Cashbook. If you are using a different version of Xero, then please view our "Integration with Accounting Systems" guide. If you are using Xero Cashbook, then please follow the instructions below.

From home, select “Company Settings”, and then “Import / Export”. Under "General Ledger Export Settings", ensure that the accounting system is set to Xero, and that the "File Format for Export" is set to either “A bank payment for the whole company” or “A bank payment for each employee”.

Select “Setup General Ledger Code”. Set up the codes mostly as you want them, but ensure that the “Take Home Pay” code is set to the code you have set up for your bank account in your Xero’s Chart of Accounts. If you have set the code to another account, the export will not work.

To view your chart of accounts from Xero, select “Accounting”, “Advanced”, and then “Chart of Accounts”.

Return to home. Select “Report Centre”, “Accounting Analysis”, and then “General Ledger Analysis”. Select “Send to Xero”.

Login to your Xero account and from the dashboard, open your bank account. The data you exported from Crystal Payroll should show up under “Account transactions”.

We have now covered everything you need to know about setting up and exporting your data from Crystal Payroll to Xero Cashbook.

If you get stuck at all, please feel free to contact our support team.

Integration with Accounting Systems

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