Connecting Xero
Automatically sync accepted quotes to Xero as invoices.
Overview
On the Pro and Business plans, QuoteCrest connects directly to Xero via OAuth. When a quote is accepted, it automatically syncs to Xero as an invoice.
Connecting your Xero account
- Go to Settings → Accounting
- Click Connect Xero
- You'll be redirected to Xero to authorise the connection
- Once authorised, you're returned to QuoteCrest and the integration is active
What syncs
When a quote is accepted:
- A new Invoice is created in Xero
- Line items, quantities, prices, and tax rates are mapped
- The client is matched by email or created as a new contact
- The invoice date is set to the quote acceptance date
Manual sync
To sync an accepted quote manually, open the quote and click Sync to Xero from the ··· menu.
Sync settings
Go to Settings → Accounting → Xero Settings to configure:
- Default account code
- Default tax type
- Whether to sync automatically or manually
Disconnecting
Go to Settings → Accounting and click Disconnect Xero. This removes the OAuth token — no data is deleted from Xero.
Troubleshooting
Sync failed — Xero OAuth tokens expire after 30 minutes of inactivity. Disconnect and reconnect to refresh the token.
Missing account code — Ensure the account code configured in QuoteCrest exists in your Xero chart of accounts.