Connect Xero or QuickBooks
Link your accounting software so your invoices and customers stay in sync with your books.
ServiceYak connects to Xero and QuickBooks Online so your invoices and customers stay in sync with your books. Connecting is optional, and you stay in control the whole way.
Connect and disconnect
- Connect — link your accounting software from the integrations settings; you'll be asked to authorise the connection with your provider.
- Disconnect — you can disconnect at any time from the same screen, which stops any further data exchange.
If something isn't syncing
If a record isn't syncing the way you expect, check the sync status in ServiceYak first, then email us with the invoice or client involved and we'll take a look.