Integrating Xero With Job Management Software

Tradify helps manage all aspects of your trade business, from the first enquiry and quote to the last payment. Think of us as a cloud-based, all-inclusive project management software that's here to help streamline the paperwork and the processes, so you can focus on what’s important. Whether that’s more work on the tools or more time with those you care about — we’re here to help you make a life and a living.

“Because it’s all integrated with Xero, the process between me quoting and invoicing the job all just flows together.” - Ben Greenwood, Ready Set Paint

Tradify and Xero work together with two-way sync. This means you can sync your invoices, payments and credit notes between Xero and Tradify, automatically.

It's not all about invoicing! Find out why you need more than just online accounting software to run your business.

Short on time? Skip Ahead!

• 1. What do we mean by 'two-way sync'?
• 2. What does this mean for you?
• 3. See how it works
• 4. Take it from our customers
• 5. Frequently asked questions

1. What do we mean by 'two-way sync' between Xero and Tradify?

Staying organised and maximising efficiency is one of the keys to business profitability, which is why two-way sync comes in handy. Any change you make in Tradify or Xero will reconcile in the app you’re not making changes in. For example, if you're using Tradify's Online Invoicing feature, any future changes, payments or credit notes made to that invoice (in either Tradify or Xero) will automatically update across to the other. It's pure, invoicing harmony.

2. What does this mean for you?

If you have a hard time tracking important information over multiple systems, then two-way sync may be the perfect solution. Our two-way sync with Xero means you don’t have to worry about manually reconciling information from either app — updates can be seen in real-time view, and not just when it comes to invoicing. Getting a handle on your budget management, cash flow and other business admin doesn't need to cause a headache. Tradify saves you hours of admin by streamlining your payments, credit notes, bills, purchase orders and payment reminders, as well as invoicing. 

View invoicing status with easy integration

Check whether online invoices are paid, unpaid or overdue with straightforward Tracking functionality. This helps keep your books in check and can show you who you’ll need to chase up. 

Automatic payment reminders for unpaid invoices

Speaking of chasing late payers, you’ll never need to face the awkward conversation on your own. Get paid faster by setting automated payment reminders for unpaid invoices. You won’t even need to think about it if Tradify is doing the work for you.

Integration with real-time view saves time tracking more than one app

When your customers pay, these payments will be recorded on both systems — meaning you’ll spend less time tracking information or running through old bank transactions. The automatic nature of this also reduces human error and staff output — all the better for maintaining amazing customer service and saving you time on staff management. Your number tracking and reporting will be more accurate with less work from you or your bookkeeper.

Additionally, you can easily import reports, customers, suppliers and price lists from Xero — saving you time tracking down documents, exporting files and reimporting them into Tradify's powerful job management platform.

Accounting in the UK 🇬🇧

If you’re in the United Kingdom, our integration looks after Reverse VAT — making your expense claims and tax obligations that much easier to manage. To understand more about CIS, we have a guide on all you need to know about tracking and meeting the tax obligations of your service business.

Check out how Tradify and Xero work with Reverse VAT.

3. See how it works in the video below

Want to see Xero in action? Check out how easy it is to bring your business accounting software and job management apps together for total double-entry elimination.

If you’re already set up in Xero, it should only take a few minutes to bring it over to Tradify's task management platform. Once you’re done with that, it’s super easy to choose your sales, purchases, and business accounts. Additionally, you can select certain preferences to suit your workflow management style – you can use Xero’s invoicing option if you need.

4. Take it from some of our customers

Don’t just take our word for it — our customers frequently report that they love using Tradify and Xero together to take their business to another level. From saving them time tracking invoices and labouring over the books to the simplicity of linking the two platforms, check out what insights our community of users have to report and why they believe Xero and Tradify make the ultimate admin solution for trade businesses.

“Where Tradify links with Xero, it has saved me countless accounting hours, I honestly would not use any other software and highly recommend new users to this.” — Adam Stears

“I was struggling to sleep at night thinking I'd always forgotten something. Now because of the seamless connections between Tradify, Xero and my bank, I can make sure everything is done in a few clicks. Nothing is forgotten and I was surprised how easy it was to find my way around the system.” — William Parker

“It’s a great tool for trades and others who produce custom products and services.  I produce the invoice in Tradify, this is automatically sent to Xero. Payments get synced; other invoice changes are sent as the save button is pressed in Tradify. Tradify and Xero are both helpful platforms for my business and have saved me from employing a bookkeeper early in my business.” — Neville Stott

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Join the team with a free 14 day trial (no credit card required) or book into one of our weekly demos to see see the Tradify job management software in action.