Connect your Xero organisation and choose which one if you have several. Clients are matched to Xero contacts, invoices go across as drafts or awaiting payment, and payments come back. Nothing changes in either system until someone in your practice approves it.
The same four steps for QuickBooks, Xero, Zoho Books and FreeAgent.
An administrator opens Integrations in PracticeApp, clicks Connect and signs in to Xero. No developer account or keys are needed. Someone else holds the login? Email them a secure one-time link.
A sync reads both systems and lists every proposed change — new links, new clients, contact changes, invoices and payments — in Approval. A preview shows the same list without saving anything.
Approve items one by one or together. Each approval makes exactly that one change; a client is always created before its invoice. Rejected items stay out.
Sync whenever you like. Only what is new or changed is proposed, and every decision is recorded in the audit trail.
Every proposed change, in either direction, waits in Approval with a plain description of what will happen. Nothing is written until it is approved.
Link a client to its Xero contact from the client record, or raise a single invoice from the invoice itself.
Each practice connects its own Xero account. Access keys are stored encrypted and connections can be removed at any time.
QuickBooks, Xero, Zoho Books, FreeAgent, GoCardless, Companies House and Google Workspace are names and trade marks of their respective owners. PracticeApp is an independent product and is not affiliated with, sponsored by or endorsed by them. Each integration needs an account with the provider.
Start a free trial, connect in Integrations and run a preview. Nothing changes until you approve.
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