Xero + FreshBooks Classic Integrations

Using two apps for your accounting doesn't have to mean double the work. Set up this automation, and Zapier can file everything for you automatically: Whenever you send out new invoice in FreshBooks, we'll also copy the information into Xero as an approved invoice for a sales account. The resulting invoice on Xero will be a summary of any Freshbooks line items, line and amount equal to the total.

To copy new payments from Freshbooks into your Xero invoices created with this Zap, please set up this automation as well.

How this FreshBooks-Xero integration works

1. A new invoice is sent to a client on FreshBooks
2. Zapier will automatically create an approved invoice on Xero to match it

Apps involved

• FreshBooks
• Xero

Making sure your invoices match across your accounting apps is only the first step: You need an accurate record of their payments too, whether partial or in full. Zapier takes care of that for you. Once active, this workflow will capture every new payment you add to FreshBooks, and will automatically pass the information to the appropriate invoice on Xero so your accounting never falls out of date.

Be sure to pair this workflow with this FreshBooks-Xero integration that copies invoices so you can automate the entire process.

Note: Invoices must already exist on Xero for this integration to work.

How this FreshBooks-Xero integration works

1. A new payment is received on FreshBooks
2. Zapier automation copies the information onto a Xero invoice for you

Apps involved

• FreshBooks
• Xero

You should be busy with overall strategy for your business, not low-level data entry. Let Zapier do that work for you. Once you've set it up, this automation will capture every new client you add on FreshBooks, automatically copying their details into Xero so that your records always account for everyone.

Note: Your clients must be entered with a name, not just an email and organization, for this integration to work.

How this FreshBooks-Xero integration works

1. A new client is added on FreshBooks
2. Zapier creates a new contact to match them on Xero

Apps involved

• FreshBooks
• Xero

How much time have you wasted adding the same customer data to multiple apps? Activate this integration and Zapier will do all of it for you from now on. The automation will trigger for each new contact you add to Xero and, in response, will create a client on Freshbooks with all the details you need for your accounting.

Stay focused on the bottom line and not manual entry, thanks to Zapier.

Notes:

Your client must be added with an email, and not just a name, for this integration to work.

If you'd only like to pass customers into Xero (and ignore contacts produced from payments like bills), use Filters to check if the "IsCustomer" field matches "True"

How this Xero-FreshBooks integration works

1. A new contact is created on Xero
2. Zapier adds a new client to FreshBooks

Apps involved

• Xero
• FreshBooks

A new receipt can be the signal for a number of different accounting workflows, and Zapier can make sure you action each one. After you've set up this integration, it will fire off with every new receipt you add on Xero, automatically creating a task for it on FreshBooks so that nothing falls through the cracks.

How this Xero-FreshBooks integration works

1. A new receipt is created on Xero
2. Zapier adds a new task to FreshBooks

Apps involved

• Xero
• FreshBooks