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Set up your first integration
Quickly connect QuickBooks Online to Xero with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate QuickBooks Online with Xero - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Account" from QuickBooks Online.
Add your action
An action happens after the trigger—such as "Add Items to Existing Sales Invoice" in Xero.
You’re connected!
Zapier seamlessly connects QuickBooks Online and Xero, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Account
Triggers when you add a new account.
Try ItTriggerInstant - New Bill
Triggers when a new bill is added.
Try ItTriggerInstant - Estimate Emailed
Triggers when an estimate is emailed.
Try ItTriggerInstant - New Expense
Triggers when a new expense is added.
Try ItTriggerInstant
- New Bank Transaction
Triggers when a new bank transaction is created.
Try ItTriggerInstant - New Customer
Triggers when you add a new customer.
Try ItTriggerInstant - New Estimate
Triggers when you add a new estimate.
Try ItTriggerInstant - DaysRequired
Try ItTriggerPolling
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Practical ways you can use QuickBooks Online and Xero
Track unpaid invoices across systems
Whenever an unpaid invoice appears in Xero, Zapier creates a record in QuickBooks Online. This keeps financial data consistent and saves time often spent tracking down discrepancies.
Business Owner
Sync vendor payments between platforms
When a new payment is created in Xero, Zapier automatically duplicates it in QuickBooks Online. This reduces manual data entry and ensures that both systems remain aligned, cutting down on reconciliation time.
ITMonitor project expenses efficiently
When a new project expense is logged in QuickBooks Online, Zapier mirrors that record in Xero under an appropriate project. This ensures budgeting details stay visible without separate manual updates.
Project ManagementLearn how to automate QuickBooks Online on the Zapier blog
Learn how to automate Xero on the Zapier blog
Frequently Asked Questions about QuickBooks Online + Xero integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with QuickBooks Online and Xero
How can I integrate QuickBooks Online with Xero?
You can integrate QuickBooks Online with Xero using our platform by setting up triggers and actions. For instance, you can create a trigger when a new invoice is generated in QuickBooks, which then creates a corresponding invoice in Xero.
Are there specific triggers available for syncing data between QuickBooks Online and Xero?
Yes, there are specific triggers you can use. For example, a trigger can be set for new sales receipts in QuickBooks, which automatically adds the transaction into Xero. Triggers ensure your data stays updated across both platforms.
What actions can I automate when integrating QuickBooks Online with Xero?
When integrating these two platforms, you can automate actions such as creating a bill in Xero whenever an expense is recorded in QuickBooks or updating customer details across both systems simultaneously.
Do I need any coding skills to integrate QuickBooks Online with Xero on your platform?
No coding skills are necessary to integrate these platforms on our system. We provide an intuitive interface where you select triggers and configure actions without the need for technical knowledge.
How often does the integration sync data between QuickBooks Online and Xero?
The frequency of data sync depends on the triggers set up. For real-time updates, configure automatic triggers that respond immediately to changes made in either system.
Can I customize what information gets shared between QuickBooks Online and Xero during integration?
Yes, our integration platform allows customization of data fields that get transferred. You can specify particular fields or customer information that should be synced based on your company's needs.
Is it possible to test the integration settings before going live?
Certainly! We offer a testing environment where you can execute your configured triggers and actions to ensure everything works smoothly before enabling the integration live.
