Xero Integration FAQs
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Written by Josh
Updated over a week ago

What does the Xero integration do?

  • Invoices and quotes automatically sync to Xero. This means invoices and quotes...

    • are sent to your customers by Xero so look exactly the same.

    • are fully reportable in Xero so there is no need to do any extra work at tax time or when analysing your books.

    • tax rates are applied based on your configuration.

    • can automatically adjust stock holdings in Xero

  • Contacts sync to and from Xero!

    • Any existing Xero contact will automatically flow into Invoice Assist making job creation a breeze.

    • Need to create a new contact? Simply create a job in Invoice Assist with the customer's credentials and a new Xero contact will be created instantly.


Do I have to pay extra for the Xero integration?

No way! Invoice Assist's pricing is fully inclusive. Checkout our pricing here


How often does the data sync?

The data sync is instant! Within a split second contacts are created, invoices are sent and quotes are exported.


Do I lose any Invoice Assist functionality when integrating with Xero?

Absolutely not! Unlike other apps, Invoice Assist was built with accounting integrations in mind so you actually gain additional functionality and flexibility. Great becomes fantastic with this integration.


How does Invoice Assist work with Xero inventory?

Very well! Invoice Assist can be configured to automatically adjust your stock holding in Xero when an invoice is synced. There are no additional steps when invoicing so the process is still super fast! All stock reporting is maintained in Xero. See here for more information and requirements.

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