We understand that accounting work can be overwhelming. Here are some frequently asked questions about Float's integration with Xero.
To configure and connect Xero to Float, see:
What data is synced between Float and Xero?
Float syncs your accounting data from Xero to make it easier for you to categorize expenses. Here's all of the data that will sync between Float and Xero:
Can you connect the same Xero account to more than one Float business profile?
Yes, you can connect the same Xero account to more than one business in Float.
What happens if I disconnect/reconnect my Xero account to Float?
If you disconnect Xero from Float:
- Any data synced from Xero (GL codes, vendors, tax codes, etc.) will be removed
- Transactions categorized with the previously synced data will be removed
If you reconnect the same Xero account, Float will re-sync your accounting data automatically. Any previous categorizations tied to that data will be restored to the same transactions.
How do I export transactions to Xero?
Float's transaction export workflow makes closing your books simple. Navigate to Accounting > Transaction Export and follow three key steps:
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Confirm
- Review each transaction and click "Confirm Ready" to move the transaction to the "Ready to Export" tab
- You can edit and confirm multiple transactions at once using bulk edit by checking off multiple transactions
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Ready to Export
- Select one or more confirmed transactions and click "Export"
- The transactions will be moved to the "Export History" tab, and the transaction data will be sent to Xero as a spend money transaction
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Export History
- Go to the "Export History" tab to view what was exported to Xero
- You can make edits and re-export if needed
For more details, see: Transaction Export Overview.