Skip to main content
All CollectionsConX Quote
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 3 years 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'

Did this answer your question?