Accounting Integration
Xero Quote Integration
Create quotes in QuoteCrest, send to clients for e-signature approval, and let accepted quotes flow into Xero as invoices automatically.
How it works
Quote accepted? Invoice in Xero.
Authorise QuoteCrest once via Xero OAuth, and accepted quotes sync automatically — every time.
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1. Connect once
- Authorise QuoteCrest via Xero OAuth in your settings — takes under a minute.
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2. Send & get approved
- Send a shareable quote link to your client. They approve and sign online.
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3. Invoice auto-created
- On acceptance, a Xero invoice is created with all line items, quantities, and tax codes matched.
What gets synced to Xero
- Contacts synced to Xero (and imported from Xero into QuoteCrest)
- Line items with descriptions, quantities, and unit amounts
- Tax rates matched to your Xero tax types
- Invoice status and reference number
- Items and services imported from your Xero account catalogue
“I was manually creating Xero invoices from PDFs. QuoteCrest eliminated that entirely. Quote accepted, Xero updated — automatically.”
Xero integration is available on the Pro plan ($19/mo) and Business plan ($49/mo). See all plans →
Also looking for QuickBooks? See the QuickBooks integration →
Stop manually creating Xero invoices
Free trial, no credit card. Connect Xero after signup in your team settings.
Get started for free