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Quoter + Xero

Quoter + Xero

Quoter integrates with Xero to streamline your quoting process. Save hours each week from duplicate manual entry by connecting Quoter to your Xero account.

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Accounting

Xero Integration Features

When a quote’s status is changed to accepted, ordered, or fulfilled, a corresponding customer, invoice, and set inventory items will be automatically created in Xero. If the customer already exists in Xero, it will be updated.

When a payment is accepted for a quote via quoter, a payment will be automatically applied to the corresponding invoice in Xero.

About Xero

Xero is world-leading online accounting software built for small business.

  • Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
  • Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims – from anywhere.
  • Get paid faster with online invoicing. Send online invoices to your customers – and get updated when they’re opened.
  • Reconcile in seconds. Xero imports and categorizes your latest bank transactions. Just click ok to reconcile.

Integrate Xero with your Quoter account

Support Documentation
Xero Field Mappings

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