Xero
Automatically sync rental invoices, credit notes, and customer information from Booqable to Xero to simplify your accounting.
Built by
Booqable
Category
Accounting
Keep your rental accounting up to date with Xero
Connect Xero to Booqable to transfer rental invoices, credit notes, and customer information into your accounting software. When you finalize an invoice or credit note in Booqable, the integration automatically creates the corresponding document in Xero.
Customer contacts, currencies, tax rates, and revenue accounts are mapped between the two systems to help keep your financial records consistent. If you revise or delete an invoice in Booqable, the integration automatically voids the previous version in Xero and creates an updated document when applicable.
The integration syncs information from Booqable to Xero, reducing manual data entry while keeping your rental operations and accounting connected.
What syncs between Booqable and Xero?
The Xero integration supports the following accounting workflows:
| Feature | What to expect |
|---|---|
| Customer contacts | Sync customer information associated with rental invoices to Xero. |
| Invoices | Automatically create invoices in Xero when you finalize them in Booqable. |
| Credit notes | Create corresponding credit notes in Xero when they’re finalized in Booqable. |
| Invoice revisions | Automatically void the previous invoice in Xero and create a replacement when an invoice is revised in Booqable. |
| Invoice deletions | Void the corresponding document in Xero when an invoice is deleted in Booqable. |
| Tax rates | Map Booqable tax rates to matching rates in Xero so invoices and credit notes use the correct tax treatment. |
| Revenue accounts | Map rental income, services, product sales, and delivery revenue to the appropriate Xero accounts. |
| Currencies | Synchronize currency information used in your accounting documents. |
Only invoices finalized after the integration is configured are synchronized. Existing historical invoices aren’t imported automatically.
Getting started with Xero
You’ll need a Xero account and a Booqable Grow or Scale subscription.
Install the Xero app from the Booqable App Store and authorize the connection to your Xero organization. Then map your Booqable revenue categories and tax rates to the corresponding accounts and rates in Xero.
Once configured, finalized invoices and credit notes are automatically sent to Xero.
For connection instructions and accounting configuration, follow the setup guide.
Frequently asked questions
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