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 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, Bills and Expenses, Invoices and Credit Notes, Payroll data to Pay templates, and Leave Requests
Data that can be pulled during use includes:
Leave balances and Invoice payment details.
To connect with Xero c lick 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 connecting 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
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.
Contained in this table is:
|General Information |
| Field Name || Function |
| Xero Organisation |
Xero account selected
| QicWorks Organisation || The matched QicWorks organisation for this connection |
| Connection || Toggle On/Off to activate this connection |
- Click to edit connection
- Click to synchronise your data
- Click to delete this connection
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:
- Contacts (Suppliers and Customers)
- Pay Codes
- Tax Codes
- Chart of Accounts
- Tracking Categories
3. Click on Pull to pull this information.
Dependant upon the volume of data you are synchronising - there may be a slight delay.