Integrations: QuickBooks and Xero

The last step of every job used to be someone in the office typing it into the accounts. From today, for QuickBooks and Xero, that step does not exist.

What syncs

• Completed jobs become draft invoices, with labour, parts and the call-out fee itemised.
• Customers are matched on email and created if they are new.
• Payments taken in the app are recorded against the invoice.
• Parts used are deducted from stock, if you track it.

What does not

Quotes, for now. They are next. And nothing flows back: the accounting system is the record for money and Kiosk is the record for work. Keeping that one-directional keeps it simple to reason about when something looks wrong.

Setting it up

Settings, then Integrations, then connect. Map your job types to income accounts once. The first sync is a dry run that shows what it would create and creates nothing.

Who asked

Three hundred and twelve of you, by our count. Sage is the next most requested and is in progress.