Available on Pro and Enterprise
Connect Xero or QuickBooks to keep your invoices, quotations, customers and tax codes in sync, so you are not entering the same thing twice.
How the sync works
You choose, per record, whether to push it out, pull it in, or both, and how often. Real-time sync is available for customers and invoices; payments and quotes sync on the schedule you choose (hourly or daily). You can connect one accounting package at a time.
Xero
Open Xero under Settings, Integrations:
- Connect and sign in to Xero, and pick your organisation. The Connection panel then shows Connected.
- Under Sync Settings, set Push, Pull and Frequency for each record.
- Click Save Settings, then turn Integration enabled on. Use Import from Xero to pull existing records in.
QuickBooks
QuickBooks works the same way: sign in, pick your company, set the sync per record, then save and enable it.
