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Connecting your account to Xero
Connecting your account to Xero

How to send your quote information to Xero accounting software

keith avatar
Written by keith
Updated over a week ago

We have made it really simple to export your quote information to Xero accounting software where you can use your work to:

  • Send a quote

  • Create a purchase order

  • Create and send an invoice

First thing to do is connect your Xero account,

1 - Head to settings in the top right of the screen

2 - Click on the Xero button

3 - Enter Xero login details

Once you have done that you will be able to send your information.

  • Fill out your quote details as you normally would

  • Instead of choosing 'preview & send', - choose 'Send to Xero'

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