QuickBooks and Xero integration

Marketplace connectors for QuickBooks Online and Xero cover the common cases well: one store or payment account, standard taxes, one currency. When they fit, use them. We say so on the first call, and it costs you nothing to find out.

A custom integration pays off when the connector posts something your accountant has to fix every month: partial payments, deposits, refunds split across lines, fees that must land in their own account, several entities or currencies, or a system of your own that no connector supports. It also gives you the matching rules in code you own, instead of settings in a tool you rent.

The hard part of an accounting integration is not the API. It is deciding exactly what each event in the source system becomes in the books. We write those rules down with your accountant before building, for example:

• Which account receives sales, fees, refunds and chargebacks
• How payouts are recorded so they match the deposit on your bank statement
• How customers and items are matched, and what happens when no match is found
• Which tax codes apply and who owns tax calculation: the source system or your books
• What happens to an invoice when the order behind it is changed or cancelled

Every record sent to QuickBooks or Xero carries the ID of its source, so the integration can tell a new record from a repeat and never posts the same payment twice. A scheduled job compares totals and records between the source and your books, and lists any difference with a link to both sides.

The integration runs in your own cloud account and connects to QuickBooks or Xero through your company's authorisation, which you can revoke at any time. You get the code with tests, the posting rules document, the reconciliation report and a runbook. Thirty days of fixes are included, then monthly support or your own team.