When this happens...
XeroCreate Sales Invoice

If you're trying to optimize your billing processes between QuickBase and Xero, this Zap offers an easy automation to save you time: once you set it up, a new sales invoice will be created on Xero for every new QuickBase entry to the table you configure, preparing all the information you need automatically as you work so it's ready when you are.

How It Works

  1. A new entry is added to a QuickBase table
  2. Zapier automatically creates a Xero sales invoice

What You Need

  • QuickBase account
  • Xero account
Premium
Quick Base is a Premium integration on Zapier.
Premium
Xero is a Premium integration on Zapier.

Why Zapier?

Free

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Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Quick Base + Xero and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Record

Triggers when a new record is created.

Update Record

Updates a record in a Quick Base table.

New Bill

Triggered when you add a new bill. (Accounts Payable)

Create Record

Creates a new record in a Quick Base table.

New Sales Invoice

Triggered when you add a new sales invoice. (Accounts Receivable)

Create Sales Invoice

Creates a new sales invoice (Accounts Receivable).

New Contact

Triggered when you add a new contact.

Create/Update Contact

Creates a new contact or updates a contact if a contact already exists.

New Expense Claim Receipt

Triggered when you add a new draft expense claim receipt.

Create Bill

Creates a new bill (Accounts Payable).

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Quick Base is a tool to help you turn ideas about better ways to work into apps that make your team more efficient, informed and productive.

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.