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.
QuickBooks Commerce pushes and manages the integration of your inventory, purchasing, and stock control with your Xero accounting software. This includes purchase invoices, sales invoices payments, and relevant contact information to Xero, thus allowing you to manage your debtors and creditors on Xero.
Stock Transactions such as Stock on Hand (SOH), Cost of Goods Sold (COGS), and Purchases for the day are consolidated and pushed into a single stock journal at 12 AM GMT. Once approved this bill moves to the P&L. All other transactions sync/push immediately.
QuickBooks Commerce pulls all Tax Types from Xero, and these can be matched with the correct QuickBooks Commerce Tax Types.
How QuickBooks Commerce and Xero work together
The following table lists the details of transactions that are synced/pushed from QuickBooks Commerce to Xero.
Transactions in QuickBooks Commerce |
Corresponding Transaction Response on Xero |
Xero Account |
Type of Sync and Frequency |
New Sales Invoice |
Creates an Invoice on Xero
|
Sales |
Push- Immediate |
Update line items on Sales Invoice |
Updates Invoice |
Sales |
Push- Immediate |
Delete Sales Invoice |
Deleted Invoice |
Sales |
Push- Immediate |
New Payment on Invoice |
Create a Payment on Xero
|
Payment/ Bank |
TG to Xero: Immediate |
Partial Payment Created |
Syncs to Xero as Payment. The whole invoice will not be marked as "Paid", but just as "Approved". |
Payment/ Bank |
TG to Xero: Immediate
|
Delete Payment on Invoice |
Delete a payment Xero |
Payment/ Bank |
TG to Xero: Immediate |
Sales Return |
Creates a Credit Note on Xero |
Sales |
Push- Immediate |
Update Sales Return |
Updates Credit Note on Xero |
Sales |
Push- Immediate |
Delete Sales Return |
Deletes Credit Note on Xero |
Sales |
Push- Immediate |
New Purchase Order |
Creates a Bill (Awaiting Approval)
|
Purchases>Bills |
Push- Immediate |
Update Purchase Order |
Updates Bill |
Purchases>Bills |
Push- Immediate |
Delete Purchase Order |
Deletes Bill
|
Purchases>Bills |
Push- Immediate |
Receiving a Purchase Order |
Creates a Stock Journal with a +SOH, -Purchases transaction |
+ Stock on Hand |
Push (12 AM GMT) |
Shipping a Sales Order |
Creates a stock journal with a +COGS and -SOH transaction |
+ COGS |
Push (12 AM GMT) |
Receiving a Sales Return |
Creates a Stock Journal with: |
+ SOH |
Push (12 AM GMT) |
Creating a Stock Adjustment |
Creates a stock journal with a ±Inventory Adjustment Ledger Account and ∓SOH transaction |
±COGS ∓SOH |
Push (12 AM GMT) |
All transactions (except the Tax Code sync) that have been pushed to Xero are visible in the Xero Log.
If you require the following setup, contact us today and we will switch this on for you.
Things to take note 📝
-
Invoices are pushed as 'Awaiting Approval'.
-
If an invoice has been approved on Xero, QuickBooks Commerce cannot update the invoice. However, the invoice can be voided.
- If the company details (e.g. address, contact details, etc.) have been updated on QuickBooks Commerce, it will not be updated in Xero after the initial push.