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Xero

Connect Xero accounting software to export quotes, invoices, and sync payments from PaintScout

PaintScout's Xero integration exports quotes, invoices, and payments directly to Xero accounting software, eliminating double data entry.

This feature is currently in beta. Please contact our support team to have it enabled.

What is Xero?

Xero is a cloud-based accounting software for small and medium-sized businesses. It manages finances, invoicing, payroll, expenses, and tax compliance.

Learn more about Xero >

Why integrate Xero and PaintScout?

Export estimates and invoices directly from PaintScout to Xero, eliminating double entries and keeping your accounting in sync.

How do I integrate with Xero?

1. Click the person icon in the top right of your page and go to your Account Settings > Integrations section.

2. Locate Xero and toggle it on. Log in to your Xero account.

Screenshot showing the Xero integration toggle in PaintScout Account Settings

3. Once you have connected your account, click the settings drop-down to customize the integration.

Screenshot showing the Xero integration settings drop-down menu for customization

Each drop-down menu must have a selection for the integration to function properly.

Creating Quotes

Select how you would like to send quotes to Xero.

Screenshot showing the quote creation settings for the Xero integration

Creating Invoices

Select how you would like to send invoices to Xero.

Screenshot showing the invoice creation settings for the Xero integration

Account

Select the payment account in Xero that the integration will link to.

Screenshot showing the payment account selection for the Xero integration

Terms

By default, Xero terms are applied to estimates and invoices created. Check this box to transfer your PaintScout terms.

Please note that Xero limits terms to 4000 characters; longer terms will be shortened.

Screenshot showing the terms transfer checkbox to send PaintScout terms to Xero

Item Handling

Check this box to sync PaintScout payments with Xero invoices. You will also need to select the payment account.

Please note you need to enable payments on your Xero account for this to be successful. You can find this under Settings > Chart of Accounts in Xero.

Screenshot showing the payment sync checkbox and payment account selection for Xero invoices

ID Numbers

By default, Xero will set quote and invoice numbers. Check this box to use PaintScout estimate and invoice ID numbers.

Screenshot showing the ID numbers checkbox to use PaintScout estimate and invoice numbers in Xero

Related articles

QuickBooks Online

Connect QuickBooks Online to export invoices, handle deposits, and sync payments automatically

Invoice Settings

Configure invoice due dates and enable automatic invoice generation when estimates are accepted in PaintScout.

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