Connecting to Xero

Connecting to Xero

QicWorks integrates with Xero through a secure API which allows us to push and pull data directly between the two accounts. This feature is a great time saver as it allows for data standardisation and removes data duplication or manipulation.


Data that can be pushed/pulled during Account Setup includes:
Staff, Contacts, Pay Categories, Tax Rates, Chart of Accounts and Tracking Categories.

Data that can be pushed during Use includes:
Purchase Orders, Supplier Bills, Invoices, Credit Notes, Payroll Time entries and Leave Requests.

Data that is automatically pulled during Use include:
Leave Balance/Entitlements and Invoice Payments.
To connect with Xero click on  Business  from the main menu, then click on  Settings . Click on Xero under the Connections menu heading. Click on Connect to Xero button.


Step 1: Connecting to Xero

QicWorks is now looking to connect to Xero. You will then be asked to enter your Xero login credentials.


And authentication code



You will then be asked to confirm access.

Step  2: Match your Xero account with your QicWorks Organisation

Once Access is Allowed you will return to QicWorks where you will be asked to match your QicWorks organisation to Xero’s account. Select your matching QicWorks organisation from the dropdown and click Save.



Your Xero Connection details will now load in QicWorks.


Controls


Edit Icon: Clicking will allow you to reset you matched Xero account to QicWorks Organisation


Download Icon: Click to download/pull all data from Xero to QicWorks

 

Upload Icon: Click to upload/push all data from QicWorks to Xero

 

Delete Icon: This is a permanent deletion of the connection


Connection Activation Toggle: Set to Off to disconnect or On to remain connected.

Step 3: Synchronising your data

Once connected you will need to synchronise your data.
1.  Click on the  cloud icon to select which data sets you would like to pull from Xero

2. Use the dropdown menu to select which data set you would like to sync.
Here you can pull the following:
  1. Staff 
  2. Contacts (Suppliers and Customers)
  3. Pay Codes
  4. Tax Codes
  5. Chart of Accounts
  6. Tracking Categories
3. Click on Pull button to pull this information. 
Dependent upon the volume of data you are synchronising - there may be a slight delay.

Find out how you can use Xero App Launcher to access QicWorks while working in Xero
Do you have any questions? Check out our frequently asked Xero questions at: FAQ's - Xero
To find our if your interaction was successful see: Connection Events


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