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QuickBooks Time + Xero Integration FAQ

SOLVEDby QuickBooks3Updated August 02, 2022

General

The Xero integration for invoicing is available in the US and all other countries where Xero is available.

QuickBooks Time can import Customers/Contacts, Inventory Items, and Categories, depending on preferences.

Customers

Customers and contacts are imported from Xero into QuickBooks Time. Customers (contacts that have been invoiced) are automatically added via import, but contacts must be added this way:

  1. In QuickBooks Time, from the top right, select Xero > Preferences > Manage Xero Customers.
  2. Find and select the Xero contacts you want imported as QuickBooks Time customers.
  3. Select Add Customers.

Always create, edit, and delete customers in Xero, then import them into QuickBooks Time.

In QuickBooks Time, go to Customers.

You can assign all customers to all team members during setup, or not, by choosing Assign imported customers to all employees. This option can be selected/deselected later for future imported customers. Individual assignments can be changed by going to Customers, selecting the pencil icon, then checking or unchecking Assign to all team members (if unchecking, select Edit to assign individuals).

Inventory items and categories

If inventory items are imported into QuickBooks Time, they will become a selection on timesheets. This field can be made required by going to the Xero dropdown, then Preferences, then checking Require employees to select an Inventory Item. An inventory item can only be imported if it is not marked with I track this item in Xero.

See also:

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