Accounting Software Integration
Overview
Firm Chambers can sync invoices and payments with QuickBooks Online and Xero, keeping your accounting records up to date without manual data entry.
Connecting QuickBooks
- Go to Settings > Integrations > Accounting.
- Click "Connect QuickBooks" and sign in with your Intuit account.
- Authorise the connection and select the QuickBooks company file to sync with.
- Map your Firm Chambers billing categories to QuickBooks income accounts.
Connecting Xero
- Go to Settings > Integrations > Accounting.
- Click "Connect Xero" and sign in with your Xero account.
- Authorise the connection and select the Xero organisation.
- Map billing categories to Xero revenue accounts and tax rates.
What Syncs
- Invoices: Finalised invoices in Firm Chambers are pushed to your accounting software as draft or approved invoices.
- Payments: When a payment is recorded in Firm Chambers, the corresponding invoice in QuickBooks or Xero is marked as paid.
- Clients: Client records can be synced to keep contact information consistent.
Sync Frequency
Syncing happens automatically when invoices are finalised or payments are recorded. You can also trigger a manual sync from the integration settings page.
Tips
- Review the account mapping carefully before enabling sync to ensure revenue is categorised correctly.
- Use the sync audit log to verify that invoices and payments are flowing correctly.
- Disconnect and reconnect if you change your QuickBooks company or Xero organisation.