How to Use the Xero Mobile App for On-the-Go Accounting?

The Xero mobile app lets you manage your business finances anytime, anywhere. You can log in, sync your organisation, create and send invoices, approve and pay bills, and reconcile bank transactions, all from your mobile device. This guide provides quick steps to get started and make the most of the app.

Step 1: Download the Xero Accounting for business App from the App Store or Google Play Store.

Step 2: Open the app and sign in using your email address and password. Complete Multi-Factor Authentication (MFA) if prompted.

Step 3: To sync with your organisation, click the three dots on the top left.

Step 4: Select your organisation from the list.

The app will automatically sync your data. Swipe down to refresh manually.

Step 1: From the dashboard, tap “+” to create a new invoice.

Step 2: Click Create Invoice.

Step 3: Enter contact name, invoice date, due date, and item details.

Step 4: Review the total, add notes or attachments if needed.

Step 5: Click Options, and choose Approve.

Step 1: Click the Purchases tab and select Awaiting approval to view all bills pending approval.

Step 2: Choose the bill(s) you want to approve.

Step 3: Review bill details such as supplier, amount, and due date.

Step 4: Click Options, and choose Approve.

Step 5: To make payment, choose Add payment.

Step 6: Select bank account, date, and amount.

Step 7: Click Save to record payment — it will sync automatically with Xero.

Step 1: From the dashboard, tap Bank accounts.

Step 2: Review transactions waiting to be reconciled.

Step 3: There are three ways to reconcile a transaction:

Step 1: Find the transaction you want to reconcile. If Xero suggests a match, tap OK to confirm.

Step 2: If there’s no suggestion, tap the three dots. Select Find & match.

Step 3: Search and select the correct invoice or bill. Tap Match.

Step 1: Find the transaction you want to reconcile and tap Create new.

Step 2: Enter the description, date received, account, and tax details.

Step 3: Tap Save.

Step 1: Find the transaction and tap the three dots beside it. Select Transfer.

Step 2: Choose the account you want to transfer to and tap Done.

Q: Can I use the Xero app offline?

A: You can draft invoices or bills offline, but syncing requires an internet connection.

Q: Can I manage multiple organisations in one app?

A: Yes, you can switch between organisations after logging in.

Q: Is the Xero mobile app free?

A:Yes, it’s free for all existing Xero subscribers.

Q: Can multiple users access the same organisation?

A: Yes, users with appropriate permissions can work simultaneously.

Q: Will invoices and payments sync with the web version automatically?

A: Yes, all changes in the app are reflected in real time on Xero web.

Q: What should I do if I can’t log in or my data isn’t syncing?

A: Check your internet connection, ensure the app is updated, try logging out and back in, or contact Xero Support.

The Xero mobile app provides a convenient way to manage your business finances on the go. You can log in, sync your organisation, create and send invoices, approve and pay bills, and reconcile bank transactions quickly and securely. With real-time syncing, multi-user access, and intuitive features, the app keeps your accounts accurate and your workflow efficient, allowing you to manage your finances anytime, anywhere.