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QuickBooks Online and Xero

Keep your books where they are: invoices go across, payments come back.

Needs: Accounting sync module, an administrator, and a QuickBooks Online or Xero account

Connect

An administrator opens Settings → Connections → Accounting sync, which explains what goes across and what isn't mapped yet.

  1. Register an app with QuickBooks or Xero and paste its client ID and secret.
  2. Add the redirect address shown on the page to that app.
  3. Choose Connect and approve the access in QuickBooks or Xero.

The keys and tokens are stored encrypted and refreshed automatically.

What goes across

  • Invoices: with send each invoice on, every invoice you send goes to the books by itself; you can also send one from the list. The customer is found by name or created. Sending again updates the same invoice.
  • Payments: payments recorded in QuickBooks or Xero come back every hour, or straight away with Check for payments.

Not mapped yet

Tax is not mapped: an invoice with tax is refused rather than sent wrong. Payments you record in CRM-NG do not go to the books. Record those in QuickBooks or Xero and let them come back.