Step-by-Step: Send receipts directly within Xero

Watch this quick video (2 mins) to see how easy it is to upload and manage your bills directly in Xero:

Or follow the steps below:

Step 1: Visit PixieBooks

• Visit pixiebooks.com and click Get Started.
• Alternatively, go directly to: app.pixiebooks.com/xero/signin.

Step 2: Connect PixieBooks to Xero

• Log in to your existing Xero account, or create a new one if needed.
• Click Allow Access to connect PixieBooks and Xero.

From your dashboard, you can create smart, plain-English rules for PixieBooks to follow. Click here to learn more.

Step 3: Open Xero Bills

• Open Xero.
• Navigate to Purchases > Bills.

Step 4: Upload Your Bills

• Click the green New Bill button.
• Select Upload Bills.
• Choose files from your computer, or simply drag and drop them onto the screen.

Pro Tip: Keep your receipts and invoices organised in a single folder — it makes batch uploads much quicker.

Step 5: Confirming Your Bills

• Refresh the page to view and confirm your uploaded bills.

You’re all set! Managing your bills in Xero is now simple, fast, and fully streamlined.