QuickBooks Online and Xero
Keep your books up to date without double entry.
Where to find it›Connected apps›QuickBooks Online / Xero
What syncs
| What | Direction | When |
|---|---|---|
| Invoices and payments (QuickBooks) | BusinessHRM → ledger | When created |
| Paid payroll runs → one journal per run (gross pay, deductions withheld, net pay) | BusinessHRM → ledger | Daily or Sync now |
| Approved expenses | BusinessHRM → ledger | Hourly or Sync now |
| Purchase vendor bills | BusinessHRM → ledger | Hourly or Sync now |
| Employees (Xero: contacts) | Both ways (linked by email) | Daily or Sync now |
| Vendors / suppliers | Both ways | Daily or Sync now |
| Chart of accounts | Ledger → BusinessHRM | Load accounts |
Nothing is posted twice: every record remembers the ledger id it created. A payroll run that changes after its journal was posted is reported in the activity log for you to correct by hand.
Connect
- QuickBooks: add your Intuit app's Client ID and secret, choose sandbox or live, Save, then Connect to QuickBooks.
- Xero: click Connect Xero and choose your organisation (the platform provides the Xero app).
Map accounts
- Click Load accounts.
- Choose an account for Salaries & wages, Payroll liabilities, Net pay, default Expenses, the account expenses are paid from, and Vendor bills. Optionally a different account per expense category.
- Choose who wins when a person or vendor was changed in both places: BusinessHRM wins or the ledger wins.
- Save, click Sync now to try each item, check the activity log, then switch on Run automatically for what you want (off by default).