Why connect TradesQuote to Xero?
Bridge the gap between estimating and accounting — no spreadsheets, no re-entry, no lag.
Planned features
Core value
Accepted estimate → Xero invoice, automatically
When a client accepts your estimate in TradesQuote, it is pushed to Xero as a draft invoice with every line item, quantity, and price already filled in. No manual re-entry required.
Contacts synced between both systems
New clients in TradesQuote are created as Contacts in Xero. Existing contacts are matched automatically so your address book stays clean — no duplicates.
Zero double data entry
The exact line items from your estimate land in Xero every time. No copy-paste, no transcription errors, no missed items — just accurate invoices, instantly.
Real-time receivables visibility
Invoices appear in Xero the moment a job is won. Your bookkeeper or accountant gets an accurate, up-to-date picture of your outstanding receivables without chasing you for data.
No App Store listing required
The integration connects via the Xero API directly — no marketplace approval or listing needed. You authorise with your own Xero credentials using a standard OAuth 2.0 flow.
Developer sandbox for testing
Xero provides a free demo company environment. The integration will be tested thoroughly against real Xero data before launch to ensure accuracy.
This integration is coming soon. The workflow below shows how it will work once available. Sign up to be notified at launch.
How it will work
From accepted estimate to Xero invoice — the full flow runs in the background automatically.
OAuth 2.0
Your Xero password is never shared with TradesQuote. All credentials are encrypted and stored securely.
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Connect your Xero organisation
From Settings → Connections, click Connect Xero. You are redirected to Xero to log in and select your organisation — your password is never shared with TradesQuote.
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Client accepts your estimate
When a client signs or accepts an estimate via the shared link, TradesQuote detects the acceptance automatically.
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Draft invoice created in Xero
TradesQuote pushes the accepted estimate to Xero as a draft invoice — line items, contact details, and total all pre-filled.
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Review and approve in Xero
Log into Xero, review the draft invoice, approve it, and send to your client. No data entry needed — just a final review.
Frequently asked questions
When will the Xero integration be available?
We are actively building this integration. Sign up for a free trial and you will be notified by email as soon as it launches.
Which Xero plans does it support?
The integration targets Xero's Starter, Standard, and Premium plans via the Xero API. It does not require a Xero App Store listing for the initial release.
Is this different from the QuickBooks integration?
Functionally the same: accepted estimate → draft invoice, with contacts synced. Xero is more popular in Canada, Australia, and the UK. QuickBooks dominates in the US. We are building both.
What data will be pushed to Xero?
Accepted estimates are pushed as draft invoices: contact name, line item descriptions, quantities, unit prices, and totals. No personal or financial data beyond the estimate is transmitted.
Does data flow back from Xero into TradesQuote?
Not in the first release. The initial version is a one-way push: TradesQuote → Xero. Future versions may sync invoice payment status back to TradesQuote.
Is my Xero password shared with TradesQuote?
No. The integration uses OAuth 2.0 — the same standard used by Google and Microsoft sign-ins. TradesQuote never sees or stores your Xero password.
Coming Soon
Be first to use the Xero integration
Sign up for a free 14-day trial today. We will notify you by email the moment the Xero integration is live.
Get started — free 14-day trialXero® and the Xero logo are trademarks of Xero Limited. TradesQuote is not affiliated with or endorsed by Xero Limited.