Forum Discussion

Tailoredcleans's avatar
Tailoredcleans
Contributor 2
2 years ago

Xero intergration

When integrating with xero, does the customer recieve the invoice from xero or jobber?

I currently invoice via xero, 
I want to smoothen my work flow and integrate but thought I'd ask here first, 

how was the process?

(Don't want to mess my books up and create extra work for myself) 

TIA  ðŸ‘Œ

 

4 Replies

  • bedellmgmt's avatar
    bedellmgmt
    Jobber Ambassador

    Great question - I'm excited to read what others are doing!!

  • I am interested in this as well. I currently have QuickBooks and looking to change, however at this time both jobber and QuickBooks were sending invoices. One thing I found helpful was to change my settings to sync the invoices once they are created (not sent). Then QuickBooks automatically sends them out so only to have the invoices sent once. Hopefully that helps some.

  • We are just about to integrate Jobber with zero and would love any input that anyone has regarding this we wonder how we would get invoices out of Jobber and into zero and then two other properties.