Step 1: Getting ready to integrate with Xero

This article represents the first step towards being able to push your Spendesk expenses to Xero.


Create a Spendesk bank account in Xero

If you haven't already done it in Xero, you first need to create a new bank account for your Spendesk account.

  • - In Xero, navigate to [Accounting > Advanced > Chart of accounts]
  • - Click on "Add bank account":

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  • - Then, enter "Spendesk" (or any name that makes sense to you) in the search bar.
  • - By default, there shouldn't be any known result. Click on "Add it anyway":

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  • - Finally, enter the details of this account:
    •    - Choose the account name
    •    - Select the "Other" Account Type
    •    - Fill in the Account Number field and pick the correct currency

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That's all for now!

In the next tutorial, you'll learn how to connect Spendesk to Xero.

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