How to connect QuickBooks to Xero
Stop dealing with delayed financial tracking and manual invoicing. This guide shows you how to automatically Create Invoice in Xero whenever New Invoice happens inside QuickBooks.
Why automate this workflow?
Manual processes introduce delays and errors. With this automation you real-time revenue monitoring and automated billing. It runs 24/7 so your team never misses key context.
π‘ Pro tip: Start with a simple workflow, then add filters once validated.
Step-by-step implementation
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1
Create a scenario in Make.com
Sign up or log in. Click "Create a new scenario" and choose QuickBooks as the first module.
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2
Configure the trigger
Select New Invoice inside QuickBooks. Authorize your account and set any filters you need.
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3
Add the Xero action
Choose "Create Invoice" and map fields from the trigger. Test once and turn it on.
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4
Test and activate
Click "Run once" to test. If everything works, turn on your scenario.
Free vs Pro: Which Plan?
Free is great for testing. Pro is better for business.
Free Plan
$0/mo
- β 1,000 ops/month
- β 2 scenarios
- β 15-min interval
Pro Plan
$9/mo
- β 10,000+ ops/month
- β Unlimited scenarios
- β 1-min interval
FAQ
Is the QuickBooks to Xero integration free?
Yes. Make.com offers a free tier with 1,000 operations/month.
How long does setup take?
Most users complete the setup in under 5 minutes.
Do I need coding skills?
No. The entire workflow is built using drag-and-drop modules.