Xero and QuickBooks for installers

Your accounting tool already has the data.

QuickBooks Online or Xero (one connection at a time), wired up over OAuth. installHUB pushes your customers, invoices, payments and quotes to QuickBooks or Xero, and pulls the records each one supports back in. CSV exports are something other people do.
YOUR ACCOUNTING, ALWAYS IN SYNCinstallHUBLIVE DATAQuotes14Invoices18Payments22Customers96QQuickBooksOnline · OAuthConnected · syncing liveXXeroOAuth · UK / EU / AU VATConnected · syncing live

WATCH THE DEMO

See it sync in one minute.

WITHOUT vs WITH

No CSV exports. No year-end VAT-code panic.

Without installHUB

✕

Export invoices to CSV monthly, re-import to QuickBooks

✕

Update a customer’s address in both systems

✕

Tax-code mismatches caught at the year-end

✕

“Did that payment reconcile?”, check both UIs

With installHUB

✓

Every invoice syncs to QuickBooks as it’s raised

✓

Update once, the sync mirrors the change the other way

✓

Tax codes pulled from your accounting tool, always correct

✓

One reconciliation, automatic, with an audit trail

QUICKBOOKS ONLINE

QuickBooks Online: pushes out, pulls a limited set back, over OAuth.

Connect via OAuth in two clicks. installHUB pushes your customers, invoices, payments and quotations to QuickBooks: a new customer in installHUB shows up in QuickBooks, and when the invoice is paid in QuickBooks the job is marked paid in installHUB. New customers created in QuickBooks come back into installHUB, and tax codes are pulled from QuickBooks so your VAT stays right.

OAuth connection, two clicks to authenticate

Pushes customers, invoices, payments and quotations; pulls a limited set and tax codes back

Auto-match payments to invoices

Sync status dashboard with event log + error retries (Pro plan and later)
QuickBooks Online · push + limited pullOAuth · connectedinstallHUBSENDS• Invoices• Customers• Payments• Credit notesRECEIVES• Tax codes• Chart of accounts• Settlement statusQuickBooksINV-0142 received£3,120 · newCustomer addedSarah SmithPayment postedBank deposit linkedSEND →← RECEIVE
Xero · same storyUK / IE / AU VAT correctinstallHUBSENDS• Invoices• Contacts• Payments• Credit notesRECEIVES• Tax rates• Tracking categories• Bank rec statusXeroINV-0142 received£3,120 · 20% VATContact addedSarah Smith LtdBank reconciledNatWest · auto-matchedSEND →← RECEIVE

XERO

Xero, same story. Pushes out, pulls a limited set back, over OAuth, regional VAT correct.

On Xero instead of QuickBooks? The same flow runs. installHUB pushes your customers, invoices, payments and quotations to Xero, and pulls a limited set back; tax rates pulled from Xero so regional VAT is always whatever your accountant has set it to; updates from Xero on the records installHUB sent, with a full sync history.

OAuth connection, two clicks

Pushes customers, invoices, payments and quotations; pulls a limited set back

Tax rates pulled from Xero (regional VAT handled correctly)

Updates from Xero on records installHUB sent + sync history audit trail (Pro plan and later)

ZAPIER

Slack alerts, Mailchimp sequences, Google Sheets logs, wire it up in five minutes.

Zapier connects installHUB to 5,000+ apps with no code. Triggers fire on job status changes, payment received, and new customer enquiries. Actions let other tools create jobs, create leads, or search jobs. Use it to alert the team on Slack when a big payment lands, log new customers to Google Sheets, or kick off a Mailchimp welcome sequence on quote acceptance.

Triggers: job status changes, payment received, new customer enquiry

Actions: search jobs, create jobs, create leads

Captcha-aware HTTP handling

5,000+ supported apps (Pro plan and later)

Zapier · everything else5,000+ apps, 5-minute wiringinstallHUBEvent firesZapierZigzagSlack#salesMailchimpAudienceSheetsLog row
Sync monitorOne connection · full historyQQuickBooks OnlineConnected as Khan EV Solutions · OAuth healthyActiveINITIAL IMPORT · FIRST-TIME CONNECTIONImporting customers, invoices and tax codes184 customers · 312 invoices · 12 tax codes pulled into installHUBImport ✓EVENT HISTORYINV-0142 pushedSarah Smith · £3,1202s agoCustomer addedJames Patel1m agoPayment receivedINV-0138 · £2,4004m agoTax codes refreshed12 codes · UK 20% · 0% · 5%12m agoCredit note pushedCN-0019 · -£12028m agoQuickBooks OR Xero, one connection at a time. Switch in settings if you change accounting tools.

SYNC MONITOR

Watch every sync in one place.

Connect QuickBooks Online OR Xero (one at a time). On first connect you can pull existing customers, invoices and tax codes into installHUB. After that the sync monitor shows every event (what synced and when) with a clean audit trail you can hand to your accountant.

Per-integration connection status (connected / error / needs reauth)

Last sync timestamp on every connection

Manual sync trigger + error log with retry actions

Re-authentication flow when a token expires

MORE INTEGRATION POWER

And a few more things flowing in the background.

Tax code sync

VAT and country tax codes pulled from your accounting tool, never out of sync.

Changes sync back

Change a customer’s address in Xero, it’s updated in installHUB within seconds.

Audit trail per sync

Every record sent, every record received, with a timestamp and a result code.

EXPLORE RELATED

Where accounting integrations fit in the rest of installHUB.

Invoicing & Payments

The invoices that flow to your accounting tool.

Create in one tap from quote

Stripe Connect (Pro+)

Payments dashboard

Credit notes

Quoting

The quotes that become the invoices that flow to your accounting tool.

Templates & branding

SMS or email

Customer accepts in-portal

Branded templates

Documents

The customer-facing paperwork that pairs with every invoice.

EIC / DNO / handover pack

Branded templates

Audit trail

On-demand re-generation

Lead acquisition

Where the customer record starts: captured to CRM, ready to invoice.

Embeddable forms

Zapier triggers

Source attribution

Customer record auto-created

★★★★★

“installHUB was the perfect solution! With a simple platform and app, you could work through the process, collating the required information as you go, literally saving hours of admin time before and after the install. The support offered by the staff is unrivalled.”

David McTurkDirector, DWM Electrical Ltd
★★★★★

“They took the time to understand our business needs, offering professional advice and recommendations for the appropriate options.”

Steve WrightHead of Operations, Car Charged UK
★★★★★

“installHUB’s software coupled with our affordable EV charging solutions will make the installation process easier than ever before, and we are so excited.”

Tom BloorManaging Director, evec

GET STARTED

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Frequently asked questions

Which job management software syncs invoices to accounting so nothing is entered twice?

installHUB connects to Xero and QuickBooks over OAuth. An invoice raised against a job is pushed to the ledger without re-keying, and payments pull back against the job.

Which accounting tools does installHUB connect to?

QuickBooks Online and Xero, over OAuth. installHUB pushes your invoices, payments and customers out and pulls a limited set back, so nobody re-keys figures.

How does the accounting sync work?

installHUB pushes invoices, payments and customers to the accounts package and pulls a limited set back, with regional VAT handled correctly.

Do I still need CSV exports?

No, the integration removes CSV exports and year-end VAT-code scrambles.

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©2026 installHUB™ | A product of Khan Soft Ltd
Company number: 15956975