CRM-NG

QuickBooks & Xero Sync

Keep your books in QuickBooks or Xero, without retyping invoices.

Invoices you send in CRM-NG go to QuickBooks Online or Xero, and payments recorded there come back.

Download CRM-NGAll products and modules
  • QuickBooks Online or Xero
  • Invoices go across automatically
  • Payments come back every hour
  • Customers matched or created
Accounting sync: the connection, the invoices sent to the books and Check for payments.
Accounting sync: the connection, the invoices sent to the books and Check for payments.

Why it matters

Your accountant lives in QuickBooks or Xero, your team invoices somewhere else, and someone retypes every invoice and payment at month end. Mistakes creep in and nobody trusts either set of numbers.

  • No retyping

    Invoices reach the books on their own.

  • Payments in one place

    Payments recorded in the books come back to CRM-NG.

  • A happy accountant

    Your books stay where your accountant works.

How it works

  1. Connect

    An administrator connects QuickBooks or Xero once.

  2. Invoice as usual

    Sent invoices go to the books automatically.

  3. Payments come back

    Every hour, or on demand.

What QuickBooks & Xero Sync does

Businesses whose accountant works in QuickBooks Online or Xero.

  • Two providers

    QuickBooks Online or Xero.

  • Automatic invoices

    Each sent invoice goes to the books; sending again updates the same one.

  • Customers matched

    Found by name, or created.

  • Payments back

    Payments recorded in the books come back every hour or on demand.

  • Secure connection

    Keys and tokens stored encrypted and refreshed automatically.

  • Honest limits

    Invoices with tax are refused rather than sent wrong, until tax is mapped.

Who it is for

  • An IT provider / MSP

    Monthly service invoices go to the books with no retyping.

  • A professional-services firm

    Time-based invoices land in Xero for the accountant.

  • Any small business

    Keep QuickBooks as the books and run the day-to-day in CRM-NG.

Works with the rest of CRM-NG

  • Accounting

    Invoices and payments stay in Accounting and are copied to the books.

Needs Accounting.

Questions

Is tax supported?

Not yet; an invoice with tax is refused rather than sent wrong.

Do payments go both ways?

Payments recorded in the books come back. Payments recorded in CRM-NG don't go to the books yet.

Which QuickBooks?

QuickBooks Online.

Who can connect it?

Administrators.

See QuickBooks & Xero Sync running on your own data.

Every module runs on CRM-NextGen Cloud: we set it up and run it for you. Beta members get the first invites and hear pricing first.

Download CRM-NG