> For the complete documentation index, see [llms.txt](https://help.paintscout.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.paintscout.com/support/integrations/accounting/xero-integration.md).

# Xero

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

{% hint style="info" %}
This feature is currently in beta. Please contact our support team to have it enabled.
{% endhint %}

## 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 >](https://www.xero.com/ca/)

***

## 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.

<figure><img src="/files/9Vp1gEQhDvVPhXdQ0YyJ" alt="Screenshot showing the Xero integration toggle in PaintScout Account Settings"><figcaption></figcaption></figure>

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

<figure><img src="/files/j6VRusQhhaZbsoUo1Bed" alt="Screenshot showing the Xero integration settings drop-down menu for customization"><figcaption></figcaption></figure>

{% hint style="warning" %}
Each drop-down menu must have a selection for the integration to function properly.
{% endhint %}

***

### Creating Quotes

Select how you would like to send quotes to Xero.

<figure><img src="/files/hrorQzM3GBTdwrZz1Kly" alt="Screenshot showing the quote creation settings for the Xero integration"><figcaption></figcaption></figure>

***

### Creating Invoices

Select how you would like to send invoices to Xero.

<figure><img src="/files/f0iPI4eI8C0IEO2De5y2" alt="Screenshot showing the invoice creation settings for the Xero integration"><figcaption></figcaption></figure>

***

### Account

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

<figure><img src="/files/91J6rdpK9Nsy1tfB6JSE" alt="Screenshot showing the payment account selection for the Xero integration"><figcaption></figcaption></figure>

***

### Terms

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

{% hint style="info" %}
Please note that Xero limits terms to 4000 characters; longer terms will be shortened.
{% endhint %}

<figure><img src="/files/Xo9d2KdlyEaCzbSABg9u" alt="Screenshot showing the terms transfer checkbox to send PaintScout terms to Xero"><figcaption></figcaption></figure>

***

### Item Handling

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

{% hint style="info" %}
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.
{% endhint %}

<figure><img src="/files/U1MjRzB3m2hjogxrAEul" alt="Screenshot showing the payment sync checkbox and payment account selection for Xero invoices"><figcaption></figcaption></figure>

***

## ID Numbers

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

<figure><img src="/files/UUzcxn5dYjfZtVFeiPKv" alt="Screenshot showing the ID numbers checkbox to use PaintScout estimate and invoice numbers in Xero"><figcaption></figcaption></figure>

## Related articles

* [QuickBooks Online](/support/integrations/accounting/quickbooks-online-integration.md) — Export invoices, handle deposits, and sync payments automatically
* [Invoice Settings](/support/customization/templates-and-presets/invoice-settings.md) — Configure due dates and automatic invoice creation


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