How do I integrate my Shoeboxed and Xero accounts? Customer Feedback & Support

This way, your suppliers will get an order which is correct for them – assuming they are VAT registered. Wherever possible, Map Project in Zahara to a track that relates to your projects in Xero. If you need to change these at any time, you can and we will avoid having duplicate child entries in each list.

Both Xero and QuickBooks Online offer excellent integration with hundreds of apps. All of these things can cause extreme frustration, and you’ll need the assistance of product support to solve these problems. Once exported, the invoice will appear against the Accounts Receivable account you selected in your Xero Export configuration. Invoices will automatically export to Xero when they enter the Processing or Paid state.

What QuickBooks Online offers

This will mean existing entries will be disabled or deleted if they already exist in Xero and can be synced back into Zahara. If you have more than one company available, select the correct one. Remember each Business Unit in Zahara needs to align with a Company in Xero. The Green connected sign will show if you have a successful connection.

  • If you have transactions that appear frequently, you can save time on bank reconciliation by creating a bank rule to automatically generate that transaction.
  • Xero offers a direct feed to your bank account to import your statements every day.
  • You can use Xero Projects — its jobs costing tool — starting at $7 per month and Xero Expenses — its mobile feature to capture receipts and submit claims — starting from $4 per month.
  • Xero’s report settings are useful and have more customization than QuickBooks Online and FreshBooks.

If your customer accepted the quote, you can send an invoice with a few clicks. Upgrading to Xero’s “standard” plan removes these limits and makes Xero an excellent accounting tool for small businesses. Meanwhile, upgrading to Xero’s most expensive plan lets you use multiple currencies within Xero. Xero is an excellent online accounting tool for most companies.

Xero vs. QuickBooks Online: Integration with other software

I think Xero has a lot of power and flexibility, which gives it a bigger learning curve to get used to the features available. I recommend finding a bookkeeper who is experienced who can show you the ropes. A web-based software system designed by Xero for startups and small organizations. Capture costs as they happen from your mobile phone or tablet and keep everyone up to date with push notifications. Use Xero to get an up-to-date view of what your bestselling product lines are.

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When you fill out the subject, Xero will suggest some topics from their help page to make sure the issue you’re asking about is not in their help pages. If you don’t find what you’re looking for, Xero also provides a community forum so you can ask fellow Xero users who may have a solution or workaround. To create a new bill from the “bills” page, you can press the “new bill” button.

Sage Accounting

You can add or edit a brand theme, include your payment terms, or simply upload your logo and you’re ready to go. Manage and share documents, contracts, bills and receipts safely from anywhere. With this in place, an invoice is created and set to use a workflow.

  • The purchases dashboard gives you a complete overview of your bills and purchase orders.
  • Furthermore, you can scale it up as your company grows; Xero integrates with over 1,000 third-party apps for payroll, time-tracking, and more.
  • To use Yodlee, you need to provide your online banking login information so Yodlee can export the statements from your account.
  • Use online quotes to see whether they’ve been accepted or if you need to follow up.

The BillBjorn mobile app allows you to snap pictures of your receipts on the go. You can upload these images directly into the BillBjorn cloud for further processing. In addition, the BillBjorn app supports reviewing and approving documents and sending files to your connected accounting software directly from your mobile. Xero is a cloud-based, double-entry accounting software for small businesses not exceeding 2,000 transactions a month. It aims to improve bookkeeping processes like bank reconciliation and financial reporting. Xero can customize sales tax rates, automate calculations, and prepare sales tax returns.

Pay the bills on time, reduce office admin and improve your cash flow. Xero lets you add photos to your inventory items for a visual reminder of your stock. You can also upload supplier contracts to keep them close at hand.

Entering Invoices And Receipts Side By Side In Xero

No more tedious toggling between screens—now you can enter information more efficiently, reducing errors and saving time. Save time and avoid data entry errors by using online quotes in Xero to create invoices. Creating an invoice pulls in all the details directly from the quote. Xero’s starter plan, “early,” unlocks all of Xero’s features but limits the number of invoices, bills and reconciliations you have per month. If your business is growing, you’ll pass these limits in no time and will need to upgrade. Even with these limits, Xero’s “early” plan is still quite a deal since you get almost all of Xero’s features for just $9 per month.


Easy to use and fast to deploy cloud-based software, delivering always-on, complete visibility of expected costs and enabling better spend control. When viewing an invoice in Zahara, you will notice in the history a link to the document in Xero. If the invoice fails to export you will see that as Red with failed. In the Document History you will see the reason why an Invoice may have failed to export. These can be populated when you process invoices in the Inbox when read by the OCR engine. The support form you have to fill out consists of the subject and topic, your email and the details of your problem.

How do I link a payment to an invoice in Xero?

  1. In the Business menu, select Invoices.
  2. Select either the Awaiting Payment or Overdue tab.
  3. Click anywhere on the line of the invoice you want to record payment for.
  4. Select the Payments tab.
  5. Enter the details of the part payment:
  6. Click Add Payment.

Tracked inventory lets you see how much stock is on hand at a glance when you’re quoting or invoicing. Descriptions and prices are entered for you, so you’ll avoid typos and keep quotes and invoices consistent. If using purchase orders in Zahara, each invoice has it’s own audit trail, side by side with the purchase orders audit trail. This gives you every stage from request to receipt, to invoice approval and exporting. BillBjorn can recognize data in seconds and synchronize with your accounting software in real-time.

Reduce data entry and streamline everything from submitting expenses through reconciling transactions. Quickly import large numbers of inventory items from a CSV or spreadsheet. Xero also offers import templates to make it that much easier for you to manage. Track inventory, manage stock, and easily add items into invoices and orders.