What is Xero?
Xero is a cloud-based accounting software for small businesses. It includes a range of tools that make managing your books effortless, from inventory to payroll, finances to reporting. If you work with an accountant or bookkeeper, Xero makes it easy to collaborate with them online and get their help to manage your finances. Xero also connects to a range of business apps, including QuickaPay, to make running your small business easier. If you’re not already using Xero for your accounting and want to try it out, click here for your free 30 day trial.
What does this integration do?
This integration will allow QuickaPay users to automatically sync clients and invoices with Xero Accounting. Once your QuickaPay account is linked to your Xero account, each sent invoice will automatically sync with your account in Xero, along with client information. Users will also have the option of individually syncing invoices if that is the preferred method of reconciliation with Xero.
How do I connect QuickaPay to my Xero account?
Follow the steps below to link your account:
Login to your QuickaPay account from your device to connect your Xero account with QuickaPay. You will only be required to do this once.
Click into Settings and tap on Connect from the menu.
Get started by selecting the contacts that you would like to import from Xero inside of QuickaPay and tapping on import to start the synchronisation. All invoices and future contacts will sync automatically.
Once you've sent an invoice via email to your customer, log in to your Xero account
and navigate to the section labeled ‘Invoices’
, choose 'See All’
, and look for the QuickaPay invoice number under the Reference column. Now that you're set up, every single invoice that you send will automatically copy into your Xero account.