1. Integrate Xero with Tofu
Before anything else, make sure your Tofu app is connected to Xero.
Not set up yet? Follow this guide:
How to Integrate Xero with Tofu
2. Confirm Categories (Tags) Are Synced
Go to: Entity (integrated with Xero) > Settings (top right) > Accounting > Tags
If your Xero categories are listed here, you’re good to go.
If not, click “Sync” to pull them in from Xero
3. Upload, Extract, and Save Bills as Drafts
Upload your invoice or bill file in Tofu
Extract the document
Manually assign the correct categories (tags)
Click “Save Draft” (and "Publish" if the auto-publish is off)
4. Review in Xero
The bill will appear in Xero as a draft
It will include the same categories/tags and details as saved in Tofu
Quick FAQ – Syncing Category Changes
Q: What happens if I delete a category in Xero and then save or approve it in Tofu?
A: If Auto-Sync is turned ON, any changes made in Xero will automatically sync back to Tofu. This includes re-selecting, renaming, deleting, or adding category names.
Tip: If the change doesn’t appear immediately, go to Settings > Accounting > Tags in Tofu and click “Sync”. This will update the list, removing deleted categories or adding new ones so your transaction columns remain accurate.