Sign in

Xero Sync - At a Glance

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

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 Bill.com. If you make or receive payments outside of Bill.com, remember to return to Bill.com and mark the bill/invoice as paid. 
  • Only unpaid invoices in Xero will sync to Bill.com. Draft, partially- and fully-paid bills/invoices won't sync to Bill.com.
  • Bill.com doesn’t sync file attachments to/from Xero
  • While Items are a two-way sync, Sales Tax is still one way from Xero to Bill.com
  • All unpaid bills and invoices from Bill.com sync to Xero as Awaiting Payment
  • $0 bills will sync from Bill.com to Xero as Paid.
  • AR payments in Bill.com 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 Bill.com and/or Bill.com to Xero. Updates/deletions made to these items, however, will not sync from Xero to Bill.com. They must be done in Bill.com manually.

 

Resources 

 

Xero Sync - FAQs

Xero Sync - Best Practices

 

Have more questions? Submit a request