With effect from 23 Sept 2020, Xero Integration's help documentations will only apply to existing customers or prospects that have created trials before said date.
Xero is a beautiful cloud-based accounting system that complements QuickBooks Commerce's inventory management solution.
The integration allows Small to Medium sized businesses to now link invoices, stock, and customer data automatically, eliminating the manual data entry that wastes time and often introduces errors between separate IT systems. The connection between Xero and QuickBooks Commerce cloud-based services will facilitate an end to end solution that streamlines businesses, improving administrative efficiencies, and eliminating double handling errors.
How do the QuickBooks Commerce and Xero integration work?
We automatically push and manage the integration of your inventory, purchasing, stock control, online and offline sales (wholesale, retail) with your Xero accounting software so that you can spend time growing your business.
Firstly, connect your QuickBooks Commerce account to Xero using the helpful Xero integration set-up guide.
When an invoice is created for a Sales Order (i.e when the order is finalized) it gets pushed to Xero as an Accounts Receivable invoice in your Sales account.
When a Purchase order is created (i.e. when the order is set to active) it gets pushed to Xero as an Accounts Payable Bill in your Purchases Account.
Stock On Hand/ Cost of Goods Sold
We send a daily update to Xero of any changes in your Stock on Hand and Cost of Goods Sold combining all changes via Sales Order fulfillments, Purchase Order receipting and manual stock adjustments.
Updating Sales/Purchase Orders
Updating an Order on QuickBooks Commerce will push the changes to Xero, however, if you make changes on Xero, QuickBooks Commerce will not be notified and may possibly overwrite the changes in the future. For the best results, make all changes to QuickBooks Commerce.
Payments on Sales Orders
For every order made in QuickBooks Commerce marked as paid, the same order will also be marked as paid in Xero.
An audit trail of all documents exported to Xero is available, allowing you to retry any existing or failed document export.
Deleting or voiding a Sales or Purchase Order on QuickBooks Commerce will also delete/void the appropriate invoices (both AP/AR and Assets accounts) on Xero.