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accounting integration

Xero Integration for Contractors

Sync invoices, contacts, and payments to Xero so your accountant stays happy.

No credit card required · Setup in minutes

SalesButler · Invoice
Invoice #1042
Paid
service job$2,400
Parts & laborincluded
Total$2,400
Paid by card · same day
Overview

Xero + SalesButler

If your bookkeeper works in Xero, every invoice you write by hand is a job they have to re-enter. The SalesButler Xero integration ends the back-and-forth: sent invoices, matched contacts, and reconciled payments flow into Xero in real time, so the books are always current and your accountant stops chasing you for paperwork.

  • A general contractor's bookkeeper opens Xero Monday morning to find every weekend invoice already posted and matched to the right customer.
  • An electrician reconciles a card payment in Xero and the job closes out in SalesButler without a second click.
What Syncs

What Connects Between Xero and SalesButler

To Xero

Invoices

Sent invoices create matching Xero invoices in real time.

Two-way

Contacts

Customer records stay aligned across both systems.

Into SalesButler

Payments

Payments reconciled in Xero close out the job automatically.

Setup

How to Connect Xero

1

Connect Xero

Authorize your Xero organization from Settings → Integrations.

2

Map chart of accounts

Match invoice items to the Xero accounts and tax rates you already use.

3

Enable sync

Turn on contact and invoice sync so every job reaches Xero automatically.

Why It Matters

What the Xero Integration Fixes

The problemWith SalesButler + Xero
Your bookkeeper re-keying invoices into XeroInvoices post to Xero automatically the moment they're sent.
Mismatched contacts between systemsBidirectional contact sync keeps one clean record per customer.
FAQ

Xero Integration Questions

Which Xero plans are supported?

Any Xero plan that includes invoicing works with the integration.

Does it sync tax rates?

Yes. You map SalesButler tax rates to your Xero tax rates during setup so totals match exactly.

How long does it take to set up?

Most integrations connect in a few minutes from Settings → Integrations — no developer required.

Is there an extra charge for integrations?

No. Integrations are included on the Growth and Pro plans at no additional cost.

Can I disconnect it later?

Yes. You can disconnect any integration at any time, and your SalesButler data stays intact.

Connect Xero in minutes

Start a free 14-day trial and link Xero from day one. No credit card required.

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