Setting up Xero
Justworks admins can send processed invoices over to Xero, so that you can keep track of your entire financial picture in one place.
To get started, head to your Invoices Tab in Justworks, and navigate to Accounting Integrations. You'll see the option to set up Xero there.
Next, you'll have to connect your Xero account and allow Xero to access your company's data.
Once you're connected, you'll have to map each Justworks Pay type (salary & wages, contractor payments, employer benefit contributions, etc) to an account from your Chart of Accounts in Xero:
As mentioned, it's important to note that:
- Youll have to map every pay type to an account, even if you have yet to make those type of payments
- You can use the same Xero account for multiple Justworks pay types
- If you need to add more accounts to map to, you can add them in Xero at any time.
Once you've added accounts for each pay type, you'll see the option to 'Send to Xero' next to each processed invoice.
Admins can send Invoices directly to Xero by heading to the Invoices tab and clicking the “Send to Xero” blue hyperlink on the right side of the respective Invoice.
After sending your Invoice to Xero, you can find the information by clicking on the Business tab at the top of the page and selecting “Bills to pay”. The Invoice will be saved in the “Drafts” tab and you can view the details of the Justworks payment types and the Xero accounts they’ve mapped to by clicking on the title of the Invoice under the “Ref” column on the left side.
If you need to resend the Invoice to your Xero account, go back to the Invoices tab and click on the blue arrows on the right side of the respective Invoice.
If you need to change the Xero account mapping, go back to the Invoices tab and click on the Accounting Integrations blue hyperlink at the top of the page, select Xero Settings from the drop down menu, update the account mapping, and click Save Mapping at the bottom right corner of the page.
If your Justworks Invoice is not successfully syncing to your Xero account, you can reach out to our 24/7 Customer Support team. If you need assistance in accessing or modifying the information in Xero, you can contact the Xero Support Team by clicking the question mark icon at the upper right corner of your page. For more information on the Justworks-Xero integration, click here.