Xero, QuickBooks, Sage and CSV
Send the new rows to the accounts package, or download a file for the bookkeeper.
The owner, when the books are done elsewhere.
Which plan: A CSV download is on every plan. Sage CSV is on Solo and above. A live Xero or QuickBooks connection is on Team and Pro.
- Connect Xero or QuickBooks from Settings. Sync sends new contacts, invoices, payments and submitted expenses.
- Rows already sent are left alone.
- Disconnect QuickBooks revokes the token. If the link expires, Settings says Reconnect QuickBooks.
- Download CSV, a Xero file, a QuickBooks file, or Sage.
- Import from another job app is on Solo and above.

