Setting up Xero for USD Card

To connect your USD card transactions to Xero, please follow the below instructions!

Note: The Xero integration will not work if your Xero subscription plan does not support invoices.

1. Create a USD clearing account in Xero

Navigate to Accounting > Bank Accounts

Press "Add Bank Account" to create a new bank account in your chart of accounts

In the search bar enter “Float” and once you see the result “0 results in Canada”, select the option “manually add your account details”

Here is how you can configure the account:

Bank: Float (anything that is convenient for you to remember)

Account Name: Float USD Clearing Account (anything that is convenient for you to remember)

Account Type: Other

Currency: USD - United States Dollar

Account Number: 0000 (anything that is convenient for you to remember)

Hit "Save and Close" to save

2. Set your USD account in Float

Head into the Settings > Manage Accounting Integration > Select "Xero" option

Enter your Xero credentials and select the newly created USD account

Make sure to hit the “Sync” button if you just created your USD clearing account in Xero

Select the USD clearing account you just created in Xero in the Float Accounting Connection dropdown as you see below.