Altitude Accounting connects your workspace to Xero. You review each settled transaction, choose how it's recorded and post it to Xero – no CSV exports, and nothing syncs until you select Sync.
Before you connect
One Xero organisation per workspace
A Standard, Adviser or Administrator role in Xero, with the Connected Apps permission
An existing Xero bank account for each Altitude account, in the same currency
Altitude can't create bank accounts in Xero, so add any you need before you start.
Connect Xero
Go to Accounting.
Select Connect on the Xero card.
Sign in to Xero and pick the organisation to connect.
If Altitude shows Choose a Xero organisation, pick it again and select Connect organisation.
In Select accounts, tick the Altitude accounts to sync.
In Map accounts, pick the Xero bank account for each one.
Set the Sync from date for each account.
Check the summary and select Confirm setup.
Transactions dated before the sync from date aren't brought in. Altitude doesn't post an opening balance to Xero – compare the Balance at sync start shown for each account with Xero instead.
Note: To sync a EUR account, your Xero organisation needs a EUR bank account, which requires multi-currency in Xero. Until then, mapping shows No EUR accounts in Xero.
Review and sync transactions
Settled transactions on your synced accounts wait under For review. Pending transactions appear once they settle.
Select a transaction to open its details.
Check the Type: Spend money, Receive money or Transfer.
Choose a Category from your Xero chart of accounts.
Choose a Contact in Xero. Spend money and Receive money need one.
Check the preview under Will appear in Xero as.
Select Sync to Xero.
The transaction moves to Synced with a reference starting Altitude-, so you can find it in Xero. Select View in Xero to open the entry.
For a quicker pass, set the type and category in the row and select Sync. Rows that still need a contact show Xero: Required.
To keep a transaction out of Xero, select ✕ on the row, or Exclude in its details. It moves to Excluded; select Move for review to bring it back.
Choose or create a contact
Search your Xero contacts, or type a new name and select Create "name" in Xero. Altitude then asks where to use it:
All payments to a recipient – applies to their unsynced transactions
All Earn reward transactions – one contact for your rewards
This transaction only – for one-off payments
Card payments and payments from unknown senders take a contact each time. Synced transactions are never changed.
Transfers
A transfer between two synced Altitude accounts posts as one Xero transfer, with no contact needed. To record a payment to another of your bank accounts as a transfer, set the Type to Transfer and choose that account as the category.
Important: Map each Altitude account to its own Xero bank account. A transfer between two Altitude accounts mapped to the same Xero account can't be synced.
What syncs
Bank deposits and payments – ACH, wire, SWIFT and SEPA
Stablecoin deposits and transfers – USDC and EURC
Transfers between your Altitude accounts
Card spend, refunds, deposits and withdrawals, once your Cards account is mapped
Earn rewards
USD and EUR accounts are supported. Other assets in Holdings, such as SOL or BTC, aren't included.
Each entry posts to the mapped bank account with the description Altitude transaction. Tax isn't set from Altitude, and a transaction can't be split across lines yet. Make any corrections in Xero – synced entries can't be edited or reversed from Altitude.
Change your setup or disconnect
Select Settings on the Accounting page.
Add an account – tick it, map it and select Confirm setup
Change a mapping – untick the account and confirm, then add it again
Stop syncing an account – untick it and select Stop syncing
Load new Xero accounts – select Refresh in Map accounts
Disconnect – select the disconnect icon next to your organisation
Anything already synced stays in Xero when you stop syncing or disconnect.
If a transaction won't sync
What you see | What to do |
Sync is greyed out | Choose a category, plus a contact for Spend money or Receive money |
The transaction is under Failed | Open it to see why, fix it and select Retry |
A transfer won't sync | Both accounts map to the same Xero account – remap one |
A new Xero account is missing | Select Refresh in Settings › Map accounts |
No organisation was selected | Connect again and pick one organisation |
Using QuickBooks? See Sync transactions to QuickBooks. For CSV and PDF statements, see Statements and documents.