Help Centre

Introduction to Xero Integration

By connecting Puree to Xero, you can automatically sync the quotes you prepare in Puree with your Xero accounting system, streamlining your financial workflows and reducing manual data entry.

Setting Up the Connection

1. Navigate to Settings and select Integrations
2. Click on "Connect to Xero"
3. Authorise Puree to access your Xero account
4. Select the appropriate accounts in Xero for syncing (revenue accounts, tax accounts, etc.)
5. Configure invoice date and due date settings
6. Enable auto-sync if desired for automatic updates

Syncing Quotes to Xero

Once connected, you can sync quotes to Xero:

1. Open a quote in Puree
2. Click the "Send to Xero" button
3. Choose whether to create a draft invoice or an authorised invoice
4. The quote will be sent to Xero with all line items and totals

Managing Invoices in Xero

• View invoice status in the Puree quotes list (an extra column appears showing Xero status)
• Identify whether invoices are draft or authorised
• Update invoice details in Xero and sync changes back to Puree
• Track payments and prepayments through the integration

Linking Customers

When sending a quote to Xero for the first time, you'll need to link the Puree customer to a Xero contact. This ensures all future invoices for that customer are correctly associated in Xero.

Benefits of Xero Integration

• Eliminate duplicate data entry
• Maintain accurate financial records
• Streamline invoicing and payment tracking
• Improve cash flow management
• Simplify end-of-year accounting