Our integration with Xero allows Qwilr to conveniently raise invoices in Xero.
Your quotes on Qwilr can be pushed to Xero as draft invoices. You can push an invoice manually anytime, and also have an invoice generate automatically when a quote is accepted by your client. To use the Xero integration, your Qwilr page will need both a Quote Block and an Accept Block.
Note: This integration is only available on our Business and Enterprise plans.
In this article:
Setting up the Xero integration
Step 1. Click on your initials in the top right corner of the screen to open Settings. Select Add Integrations. Then click on Xero.
Step 2. Click Connect to Xero.
Step 3. A new window will pop up (if you don't see one, check whether your browser is blocking the pop-up and allow pop-ups from qwilr.com). Follow the prompts to authorize Qwilr to connect with your Xero account.
Step 4. If you plan to have Qwilr generate invoices automatically as your quotes are accepted, we recommend setting a default account. Select the account you prefer from the dropdown menu, and click Set as Default.
Step 5. To ensure that Qwilr and Xero are using the same taxes on your generated invoices, be sure to set up the Map Taxes section. If the taxes aren't mapped, Qwilr will just do its best to set the taxes appropriately in Xero. This can cause some issues when doing calculations on taxes paid, so it is highly recommended that you map your taxes.
When there is a green check mark, the taxes have been mapped.
Your integration between Xero and Qwilr is now set up!
Automatically pushing quotes to create Xero invoices
When the Xero integration is enabled, a Xero icon appears on the Quote Block. When you click on it, you'll be prompted to choose one of your Xero contacts and an account from the dropdown menus. The contact will receive the invoice generated from the quote. This invoice will be associated with the Xero account you've selected. You'll want to be sure to always select a contact and account, or an invoice won't be generated.
Want to generate a draft invoice in Xero when your client clicks the Accept button in your Qwilr Page? Enable the Create Invoice on Accept switch.
Manually pushing quotes to create Xero invoices
If you click the Generate Estimate button (as pictured above), a draft invoice will generate in Xero as if the quote was just accepted.
Disabling the Xero integration
You can disable your integration with Xero at any time by going into the Xero integration settings in Qwilr and clicking Disable.