Step by step
- Open Administration › Integrations, tab Accounting. The settings show under a connected Xero or QuickBooks.
- Xero: change Sales account code and Invoices arrive in Xero as.
- QuickBooks: change Product/service id in QuickBooks (optional).
- Tick or untick Send each invoice and credit note to … when it is issued and Mark invoices paid here when the payment is recorded in … (every 30 minutes).
- Press Save settings. You see "Xero settings saved." (or QuickBooks).
Rules
The Xero sales account code is required: up to 10 letters, digits, dots or dashes.
The QuickBooks id is digits only.
Saving settings is recorded in the Audit log.
Questions
My accountant wants to check invoices before they are final.
In Xero choose Awaiting approval or Draft under Invoices arrive in Xero as.
Works together with
- Connect XeroSend every invoice and credit note to your own Xero organisation as it is issued, and mark invoices paid here when the payment is recorded in Xero.
- Connect QuickBooks OnlineSend every invoice and credit note to your own QuickBooks Online company as it is issued, and mark invoices paid here when the payment is recorded in QuickBooks.
- Integrations: connect your other systemsConnect your own Xero or QuickBooks, collect money with your own GoCardless or Stripe, put jobs in your calendar, send alerts to Slack, Teams, Google Chat, Zapier or Make, and let your own software read data with API keys.