Although Rho does not have a direct integration with Xero, there is an easy and simple way to import all of your Rho transactions into your Xero account.
Step 1: Export a CSV of transactions from your Rho account:
To do so, click the Banking Tab icon from the Rho Toolbar. Select the desired account from your account list on the left side of your screen (it will highlight black when you click it). Then click on the pale blue Export CSV button (on the right) to open a pop-up. From here, select the time frame of transactions you would like for the export, and toggle on and off which attributes you would like to include.
You only need the Date and Amount mandatory fields to create bank statement lines, but reconciling your transactions is easier if you include more detail.
Once you have selected the date and attributes you would like to include in your CSV, click the black Download CSV button.
Step 2: Import your CSV into Xero:
Start by logging into your Xero account. In the Accounting menu, select Bank Accounts. Under the bank account that you would like to import the file into, click Manage Account, then click Import a Statement. Select and import the saved CSV file you downloaded from Rho. If prompted, assign the columns in your import file to the matching bank statement fields. Click Save.
For more detailed instructions, see Xero’s Help Article
Step 3: Assign Columns in Xero
The first time you import your Rho CSV file, you may need to assign each column in the import file to a bank statement field. This assignment will then apply to future CSV imports unless the new file contains extra columns or different column headers.
Simply match all of the fields that you want to import data into. The more fields you assign, the more information is imported into Xero for each bank statement line.
If your CSV file contains a date that could be either DD/MM/YY, MM/DD/YY, or YY/MM/DD, Xero prompts you to confirm the format. Rho uses the YY/MM/DD format. Xero then applies the chosen format to the entire statement and all future CSV bank statements.
That's it!
NOTES: This method will still automate your whole accounting workflow. The only part of the process that will be manual is uploading the CSV. This method gives you and your accounting team increased control over your entire reconciliation process, which is why most of our customers and accounting partners prefer it!
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