Coming soon. QuickBooks Online shows Coming soon in Settings and cannot be connected yet. The QuickBooks column below shows what it will do.
Get access and connect
1
Request access
Click the Xero tile. Tell us in Reason (optional) why you need it and choose Submit request. We switch it on for you, usually within one working day, and there is no charge. Until then, the tile shows Request submitted.
2
Connect
Choose Connect Xero and sign in. If your Xero login has several organisations, Softbooq connects to the first one and tells you so.
3
Map your tax codes and cost centres
Under Integration Mappings, the Tax Codes and Cost Centers tabs say which code in Xero each Softbooq tax rate and cost centre becomes. Choose Save mappings.
What goes across
A draft invoice arrives in Xero as a draft. Once it has been sent, it arrives approved.
Everything runs every night. You can also run each part yourself from the panel: Sync contacts, Push invoices, Pull payments and Push bills. Invoices from the last 90 days are sent the first time.
When something does not go across
- The panel shows the last error in red under that row, and the tile shows Error.
- Your Dashboard lists each record that could not be sent and why, with buttons to Open integration, Open mappings or Reconnect. Correct the record and send it again.
Disconnect
Disconnect stops the sync and ends Softbooq’s access at Xero. If Xero cannot be reached, nothing is disconnected and you are told, so you can try again. Invoices already there stay there, and you can reconnect later.See also
Other accounting tools
lexoffice, sevdesk and MoneyBird.
Finance
Where your invoices live.
Integrations
Everything Softbooq connects to.