Payroll Guru - Xero - exporting journal file from Payroll Guru and importing into Xero

This guide contains the following information:

  • Exporting a Xero Journal from Payroll Guru
  • How to import a Journal File (from PG) into Xero

1.  Exporting a Xero Journal from Payroll Guru

1.1 Complete Payrun

1.2 Download Xero Journal file by clicking on 'Xero Journal' 

1.2_download.png

2. How to import Journal File (from PG) into Xero

2.1 Open Xero

2.2 Select Adviser -> Manual Journals

adviser_-_manual_journals.png

2.3 Click on Browse and select the downloaded Journal File from Payroll Guru (Step 1.2)

2.4 Click Import

2.4_import.png

2.5 Click on 'Complete Import' 

2.5_complete_import.png

2.6 The Journal is now in 'Draft', select and click on the appropriate uploaded Journal  

2.6_draft.png

2.7 Check Journal and then click 'Post' at the bottom of the page

2.7_post.png

2.8 The Journal File has now been posted successfully

2.8_upload_success.png

 

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