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Integration

Sync Invoices to Xero

Automatically push invoices, contacts, and payments to Xero. Keep your accounting accurate with real-time sync, multi-currency support, and bank reconciliation.

Why sync invoices to Xero?

Eliminate Double Entry

Invoices created in Online Invoice Maker automatically appear in Xero. No copy-pasting amounts or re-entering customer details.

Multi-Currency Support

Send invoices in any currency and have them sync to Xero with correct currency codes and exchange rate tracking.

Bank Reconciliation

Payments recorded in Invoice Maker match against your bank feed in Xero, making reconciliation fast and accurate.

Real-Time Reporting

Your Xero profit & loss, balance sheet, and aged receivables reports are always current because data syncs instantly.

Step-by-Step Setup Guide

1

Connect Your Xero Account

Log in to your dashboard, go to Settings → Integrations, and click Connect Xero. You will be redirected to Xero's login page where you sign in and authorize the connection.

2

Select Your Xero Organization

If you manage multiple businesses in Xero, select the organization you want to sync with. The integration connects to one Xero organization at a time. You can set up separate connections for different organizations if needed.

3

Map Revenue Accounts and Tax Rates

Match your product/service categories to Xero revenue accounts from your chart of accounts (e.g. "Sales", "Consulting Revenue"). Then map your invoice tax rates to Xero tax rates. The integration pre-fills common mappings like GST on Income or 20% VAT on Income.

4

Configure Tracking Categories (Optional)

If you use Xero tracking categories for departmental or project-based reporting, map them here. For example, map your "Consulting" service category to the "Consulting Department" tracking option in Xero. This step is optional but recommended for detailed reporting.

5

Test the Sync

Create a test invoice in Online Invoice Maker and navigate to Business → Invoices in Xero. The test invoice should appear within seconds with the correct customer, line items, tax amounts, and tracking categories. Verify the totals match.

6

Enable Auto-Sync

Once everything looks correct, toggle on Auto-Sync in your integration settings. All future invoices and payment updates will sync to Xero automatically. Monitor sync health from the integration dashboard and resolve any flagged items.

What syncs to Xero

Invoices & Credit Notes

Full invoices with line items, tax, discounts, and due dates. Credit notes sync for refunds and adjustments.

Contacts

Customer contacts with name, email, address, and phone. Existing Xero contacts are matched by email to avoid duplicates.

Payments & Reporting

Payment records sync for bank reconciliation. Tracking categories enable departmental P&L analysis in Xero.

FAQ

Frequently asked questions

Everything you need to know about our free online invoice maker

Ready to sync invoices to Xero?

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