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  • What's New
  • User Guide
  • Practice Settings
  • Billing and Payments
  • Individual Tax Return
  • Company Tax Return
  • Trust Tax Return
  • Partnership Tax Return
  • Superannuation Fund Tax Return (SMSFAR)
  • Other Forms
  • Financial Report
  • Integrations
    • Integration (API) General Settings
      • Settings - Import (Financials)
      • API General Settings- Importing Financials
      • Removing Imported Financials
      • Manage Connection: How to remove accounting software
      • How to refresh financials?
      • Missing Figures after Financial Import
    • QuickBooks
      • QuickBooks Client Integration Instructions (Connect Client to QuickBooks)
      • Extract & Transform QuickBooks Balance Sheet Report Lodgeit Excel Smart Utility
      • Extract & Transform QuickBooks Profit and Loss Sheet Report using Lodgeit Excel Smart Utility
      • Time Billing (using QuickBooks-TSheet)
      • QuickBooks ProAdvisor "Troubleshooting" guides
      • QuickBooks Integration Instructions (Connect Main Lodgeit Firm/Profile to QuickBooks ProAdvisor Account)
      • QuickBooks Accountant for client billing/invoice
      • QuickBooks Client Sync: Bulk Actions and Avoid Duplicate Client record
    • Xero
      • About Xero integration
      • Sign in with Xero
      • Sign up with Xero
      • Connect to Xero
      • Continue with existing Xero organisation
      • Importing financials - Xero
      • Manage connections (Xero)
      • FAQ (Xero)
      • Xero Financial Import Error: The connection has been canceled
    • MYOB Business (Myob AccountRight Live, and MYOB Essentials)
      • MYOB BUSINESS (Myob AccountRight online and MYOB Essentials)
      • Error: Something went wrong while importing financials from MYOB AccountRight Live/Business
      • Issue: Myob API Import - figures are incorrect
      • Financial import from Myob AccountRight - Issue with Retained Earnings
      • Prompt: Organisation is missing / Unable to Link MYOB
      • You are a not an administrator for this ledger. If you need this ledger to be connected, contact its administrator."
    • ATOmate
      • Export to ATOmate
    • ATO SmartDocs
      • Export to ATO SmartDocs
    • BGL SimpleFund 360
      • Import SMSF annual return from BGL SimpleFund 360
  • Importing Financials
  • General Accounting & Tax Knowledge
  • Lodgeit Tools and Storage
  • Resources
  • Lodgeit Labs
Solution home Integrations Xero

About Xero integration

Modified on: Tue, 29 Sep, 2026 at 12:28 PM

Lodgeit pulls accounts, reports and journals from Xero. Based on imported financial data Lodgeit fills forms,"Financial Reports/Statement" reports and workpapers.


Further reading

  • Sign in with Xero
  • Connect to Xero
  • Importing financials
  • Manage connections
  • FAQ


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