Connect Xero or QuickBooks
Sync invoices and payments to your accounting software.
What this is for
Connecting your accounting software means invoices flow out of Sign OS into your books and payment status comes back — no double entry, and your operational and financial records stay in step. Xero and QuickBooks Online work today. MYOB is written and tested but not switched on yet.
Before you start
- You are signed in as an admin.
- You have your accounting login handy to authorise the connection.
Step by step
- 1
Open Integrations → Accounting (Xero · MYOB · QuickBooks). The page is headed 'Accounting & payments'.
- 2
Under 'Sync to your accounting software', find the card for your platform — Xero or QuickBooks Online — and click Connect. Authorise with your accounting login.
Note: The MYOB AccountRight card is on the page, but connecting it will not work yet. MYOB charges for the developer access the connection needs, so it stays switched off until we buy in. Talk to us before planning around it.
- 3
Set your 'Invoice sync defaults' (Xero line amount types, optional default account code) and click Save settings.
- 4
Done. Approved invoices you raise in Sign OS now sync across, the card shows Active, and payments recorded in your accounting software come back and mark the invoice paid here.
Tips & gotchas
- Set your 'Invoice sync defaults' carefully once — it is what keeps your bookkeeper happy afterwards.
- If a sync looks off, this is the first place to check — the card shows Active or Off, and Reconnect / Disconnect sit right on it.
- Sign OS is not your general ledger. It raises and syncs invoices; your accountant keeps working in Xero or QuickBooks.