The Xero integration streamlines financial management by syncing rental order data from Booqable to Xero. What can you do with the Xero integration?
Automatically sync contacts, currencies, taxes, and accounts
Generate invoices and credit notes
Effortlessly handle revisions and deletions
Get real-time updates in Xero.
This integration works one way, from Booqable to Xero so changes made in Xero are not synced back to Booqable.
💡Note: Before beginning the setup, please note that the Xero app is only available to install with the Grow and Scale plans.
Check your current plan by going to Settings > Account and billing.
How it works
With the Xero app, you can connect your Xero account to Booqable to automate financial workflows.
When a document such as an invoice or credit note is finalized in Booqable, a corresponding document is created in Xero.
If an invoice is revised or deleted, the integration voids the previous version and creates a new one automatically.
This ensures your accounting data stays accurate without manual work.
Installing the Xero app
Click on App store in the left sidebar.
Go to the Xero app and click on "Install app."
Grant permissions to Xero in order to use the app.
Click the Connect to Xero button and login to your account or create a new one.
Allow Booqable to access organisation data.
Configure Xero data in Booqable
Once you've successfully installed and connected Xero, go back to Booqable and:
Map your accounts – Match the incomes from Booqable to your accounts in Xero that are listed in the dropdown menu. Accounts are created by default in Xero, but you can also
There are four revenue streams in Booqable depending on if you have deliveries enabled:
- Rental income
- Service income
- Product sales
- Delivery sales
You can find the accounts in Xero by going to Accounting > Chart of accounts > Revenue.
Map your tax rates – Match the tax rate in Booqable to the tax rate from Xero and ensure that the amounts are the same.
💡Note: Currently, customer tax profiles are not supported in the Xero integration. If you finalize an invoice with a customer tax profile, it will not synchronize with Xero.
Synchronizing invoices with Xero
Now that you've set up the integration and connected your accounts, you can start synchronizing invoices to Xero.
Only invoices that are Finalized will synchronize with Xero. Invoices in Booqable are generated as pro formas which means they are still in a draft state. Once you've finalized an invoice, information cannot be changed (unless they are revised) so make sure all the information is correct.
To finalize an invoice, either hover over the invoice from the order screen in the right sidebar and click on the Finalize button:
Or click the green Finalize button in the top right of the document screen:
Disconnecting from Xero
If you no longer wish to integrate Xero with your Booqable account, make sure to disconnect from Xero before uninstalling the app.
Go to App store dashboard and click the Xero app
Scroll to the bottom and under Connected Xero Tenant, click the Disconnect from Xero button:
Managing Xero settings in Booqable
To adjust your application settings, go to the App Store dashboard and click on the Xero app.
Once you've entered your app's configuration settings, click on the cogwheel icon in the upper-right corner. From there, you can uninstall the app.
Troubleshooting
My invoices aren't syncing with Xero. What do I do?
If invoices are not synchronizing with Xero, check the logs to see the reason to find an explanation on why an invoice failed to sync.
Go to the App store > Xero > Latest Activity:
Click on the order you want to check and this will show the Logs:
Click on the log to see the Status Message:
In the above example, you would need to ensure that you've properly mapped your accounts and tax rates.
What happens to invoices that were created and finalized before the integration was set up?
Only new invoices that are finalized after the app is configured will be sent to Xero. Old invoices will not be synced.