QuickBooks
Two-way invoice and payment sync with QuickBooks Online.
Agency plan
Xero
Two-way invoice and payment sync with Xero.
BillingAvailable
Agency plan
Book a demoDemo site – there are no docs behind this
Overview
Invoices and payments sync both ways with Xero, including partial payments and credit notes. Reconciliation stays in Xero, where your bookkeeper expects it.
Tracking categories can be set per project, so profitability reports line up with your client work.
What you can do
- Two-way sync of invoices and payments
- Partial payments and credit notes
- Tracking categories per project
How to set it up
- 1Connect Xero in Settings → Billing
- 2Map accounts, tax rates and tracking categories
- 3Choose a start date for the sync
