TradesmanExperts Help
Level 5 · Advanced 7 min read Owner

Accounting Integrations

Accounting Integrations

Accounting integrations settings

Sync your TradesmanExperts data with popular accounting software.

Supported Integrations

Xero

Automatically sync:

  • Invoices
  • Payments
  • Customers
  • Products/services

QuickBooks

Automatically sync:

  • Invoices
  • Payments
  • Customers

Connecting an Integration

  1. Go to Settings > Integrations
  2. Select your accounting software
  3. Click Connect
  4. Authorise the connection
  5. Configure sync settings
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