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  • FreshBooks logoFreshBooks logo

Xero + FreshBooks Integrations

How to connect Xero + FreshBooks

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  • Xero triggers, actions, and search
    New Bank Transaction
    Triggers when a new bank transaction is created.
    Trigger
    Scheduled
  • Xero triggers, actions, and search
    New Bill
    Triggers when you add a new bill. (Accounts Payable)
    Trigger
    Scheduled
  • Xero triggers, actions, and search
    New Contact
    Triggers when you add a new contact.
    Trigger
    Scheduled
  • Xero triggers, actions, and search
    New Payment
    Triggers when you receive a new payment.
    Trigger
    Scheduled
  • Xero triggers, actions, and search
    New Purchase Order
    Triggers when a new purchase order is created or enters a status for the first time.
    Trigger
    Scheduled
  • Xero triggers, actions, and search
    New Quote
    Triggers when a new quote is created.
    Trigger
    Scheduled
  • Xero triggers, actions, and search
    New Expense Claim Receipt
    Triggers when you add a new draft expense claim receipt.
    Trigger
    Scheduled
  • Xero triggers, actions, and search
    New Sales Invoice
    Triggers when you add a new sales invoice. (Accounts Receivable)
    Trigger
    Scheduled
  • Xero

    Adds line items to an existing sales invoice.

    Scheduled

    Action

  • Xero

    Creates a new Spend/Receive Money bank transaction.

    Scheduled

    Action

  • Xero

    Transfers money between two bank accounts.

    Scheduled

    Action

  • Xero

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

    Scheduled

    Action

  • Xero

    Creates a new quote draft.

    Scheduled

    Action

  • Xero

    Creates a new credit note for a contact.

    Scheduled

    Action

  • Xero

    Sends an invoice via email.

    Scheduled

    Action

  • Xero

    Creates a new bill (Accounts Payable).

    Scheduled

    Action

  • Xero

    Creates a new sales invoice (Accounts Receivable).

    Scheduled

    Action

  • Xero

    Applies a payment to an invoice.

    Scheduled

    Action

  • Xero

    Creates a new purchase order for a contact.

    Scheduled

    Action

  • Xero

    Finds a contact by name or account number.

    Scheduled

    Action

  • Xero

    Finds an invoice by number or reference.

    Scheduled

    Action

  • Xero

    Finds or creates a specific contact.

    Scheduled

    Action

  • FreshBooks

    Triggers when a new client is created.

    Instant

    Trigger

  • FreshBooks

    Triggers when a new estimate is created.

    Instant

    Trigger

  • FreshBooks

    Triggers when a new expense is created.

    Instant

    Trigger

  • FreshBooks

    Triggers when a new invoice is created.

    Instant

    Trigger

  • FreshBooks

    Triggers when a new client is created.

    Scheduled

    Trigger

  • FreshBooks

    Triggers when a new expense is created.

    Scheduled

    Trigger

  • FreshBooks

    Triggers when a new invoice thats meets the condition is created.

    Scheduled

    Trigger

  • FreshBooks

    Triggers when a new invoice is created.

    Scheduled

    Trigger

  • FreshBooks

    Triggers when a new invoice payment is created.

    Scheduled

    Trigger

  • FreshBooks

    Trigger when a new project is created.

    Instant

    Trigger

  • FreshBooks

    Triggers when a new staff member completes their profile from the email they receive.

    Scheduled

    Trigger

  • FreshBooks

    Trigger when a new invoice payment is created.

    Instant

    Trigger

  • FreshBooks

    Trigger when a new time entry is created.

    Instant

    Trigger

  • FreshBooks

    Triggers when an estimate is updated.

    Instant

    Trigger

  • FreshBooks

    Triggers when an invoice is updated.

    Instant

    Trigger

  • FreshBooks

    Triggers when a project is updated.

    Instant

    Trigger

  • FreshBooks

    Adds payment to invoice.

    Scheduled

    Action

  • FreshBooks

    Creates a new client.

    Scheduled

    Action

  • FreshBooks

    Creates a new estimate.

    Scheduled

    Action

  • FreshBooks

    Creates new expense.

    Scheduled

    Action

  • FreshBooks

    Creates an Invoice.

    Scheduled

    Action

  • FreshBooks

    Creates a PDF of an Invoice.

    Scheduled

    Action

  • FreshBooks

    Creates other income (i.e., income that doesn't require an invoice and is received through other means).

    Scheduled

    Action

  • FreshBooks

    Creates new project.

    Scheduled

    Action

  • FreshBooks

    Creates a new recurring invoice.

    Scheduled

    Action

  • FreshBooks

    Creates new time entry.

    Scheduled

    Action

  • FreshBooks

    Sends an estimate by email.

    Scheduled

    Action

  • FreshBooks

    Sends an invoice to the email for the invoice client.

    Scheduled

    Action

  • FreshBooks

    Updates an existing client based on email. Optionally create a client if one is not found with matching email.

    Scheduled

    Action

  • FreshBooks

    Update an existing invoice based on invoice number. Optionally create a new invoice if one does not exist.

    Scheduled

    Action

  • FreshBooks

    Finds an existing customer.

    Scheduled

    Action

  • FreshBooks

    Finds an existing invoice.

    Scheduled

    Action

  • FreshBooks

    Find or Create Customer

    Scheduled

    Action

  • FreshBooks

    Find or Create Invoice

    Scheduled

    Action

How Xero + FreshBooks Integrations Work

  1. Step 1: Authenticate Xero and FreshBooks.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
xero logo
xero logo

About Xero

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.

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freshbooks logo
freshbooks logo

About FreshBooks

FreshBooks is a cloud accounting software designed exclusively for self-employed professionals and their teams. Send invoices, track expenses, manage your time, and collaborate on projects.
Learn more

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