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Xero Sync - At a Glance

The sync with Xero eliminates double data entry by automatically sending all your information to from Xero, and sending back payments made/received in

Here’s how sync can enable you to seamlessly integrate payments in your workflow:


By default, your account syncs automatically, once a day. You can also trigger a sync manually at any time. 


What syncs

Things to Know

  • All payments must be made/recorded in If you make or receive payments outside of, remember to return to and mark the bill/invoice as paid. 
  • Only unpaid invoices in Xero will sync to Draft, partially- and fully-paid bills/invoices won't sync to
  • doesn’t sync file attachments to/from Xero
  • While Items are a two-way sync, Sales Tax is still one way from Xero to
  • All unpaid bills and invoices from sync to Xero as Awaiting Payment
  • $0 bills will sync from to Xero as Paid.
  • AR payments in will only sync to Xero if applied to an invoice; overpayments/unapplied payments will not sync to Xero.
  • When initially creating locations and departments, those will sync from Xero to and/or to Xero. Updates to these items will sync between both systems. Deletions made to these items, however, will not sync in either direction, they must be done in manually.
  • If using approvals in Xero, once a bill is approved in Xero it can not be deleted, it can only be voided. Voiding an approved bill in Xero will not sync to The bill will need to be manually deleted in