Accounting and Xero integration
Connect sales invoices and payment reconciliation with Xero, with supplier bills and purchase orders pushed across from Tradescraft.
Xero sync covers sales invoices and payment reconciliation. Supplier bills from received deliveries and sent or approved purchase orders push to Xero; bills created in Xero are not imported. The connection is available to Australian businesses.
Connected books
- Sales invoices, customers and items can sync in both directions, subject to record status and conflict checks.
- Non-Stripe invoice payments can be sent to your mapped Xero bank or clearing account. Stripe payments reconcile through Xero's bank feed, and Xero invoice payment totals flow back into Tradescraft. Record refunds separately in Xero.
- Sync runs in the background. Check Activity for waiting changes or errors; locked invoices and unresolved conflicts can prevent an update.
- Use your saved ABN, GST and bank details on financial documents; check those details before sending.
Common questions
- Which accounting software does Tradescraft connect to?
- Xero sync covers sales invoices and payment reconciliation. Supplier bills from received deliveries and sent or approved purchase orders push to Xero; bills created in Xero are not imported.
- What happens if I disconnect?
- You keep all your data in Tradescraft. Disconnecting just stops the sync - nothing is deleted.
- Is the Xero sync one-way or two-way?
- Xero sync covers sales invoices and payment reconciliation. Supplier bills from received deliveries and sent or approved purchase orders push to Xero; bills created in Xero are not imported. Sync runs in the background. Check Activity for waiting changes or errors; locked invoices and unresolved conflicts can prevent an update.
- How are Stripe payments and refunds handled?
- Non-Stripe invoice payments can be sent to your mapped Xero bank or clearing account. Stripe payments reconcile through Xero's bank feed, and Xero invoice payment totals flow back into Tradescraft. Record refunds separately in Xero.
- Do I have to re-enter my tax details everywhere?
- Save your ABN, GST and bank details in settings for use on quotes and invoices. Review them before sending, and finish the Xero account and tax mappings for the connection.