Xero - Integration Guide

Xero Integration

Sync customers, invoices, and payments seamlessly between FlexPoint and Xero.

FlexPoint integrates seamlessly with QuickBooks Online to automate your accounting workflow. Once connected, invoice and payment data flows smoothly between both systems, keeping your books accurate and up to date.

Integration Features

Once connected, your Xero integration supports the following capabilities:

Overview

• Import new invoices as they get created or synced into Xero
• Enable automated deposit reconciliation
• Mark invoices as Paid automatically
• Import customer information
• Import historical invoices

Flow of Events for Xero Integration

Here’s how the data flows when you connect:

How to Connect

Learn how to connect Xero to your FlexPoint account:

Auto‑Import Historical and New Invoices

Learn how to import historical invoices created in your accounting system:

Frequently Asked Questions

How often does the sync run?▶

The sync is web-hook based. This means updates happen automatically in near real‑time whenever there’s a change. Instead of waiting for a timed sync, data is dynamically pushed to keep everything current.

Can I use the Xero invoice PDF?▶

Yes. Once your accounting system is integrated, you can access and use the Xero invoice PDF directly.

Does FlexPoint only import approved invoices from Xero?▶

Yes. FlexPoint imports invoices from Xero only after they’ve been approved. Draft or awaiting approval invoices won’t sync until they reach the approved status.

What are my Invoice sync options?▶

You can control how Payment Terminal transactions sync into your accounting system. Choose between Sales Receipts or Unapplied Payments for flexibility pertaining to payment reconciliation