Accounting integrations

Accounting integrations connect HLB to QuickBooks, Xero or Wave so invoices and customer records do not have to be entered twice.

For a local service business, the invoice you send a customer after a job also shows up in your accounting software, ready for your bookkeeper.

What each integration does:

• QuickBooks: creates or updates customers (matched by email) when they have billable activity, records payments made in HLB as sales receipts, and creates invoices when you mark them sent, then keeps syncing status, dates and amounts. It also imports your QuickBooks contacts, can import historical invoices, and can send a review request when a customer's first invoice is fully paid.
• Xero: imports active Xero contacts, then sends invoices one way into Xero with line items, taxes, currency and status updates such as sent, paid, partially paid and void. Missing tax rates and contacts are created in Xero. Receipts and product catalogs do not sync.
• Wave: sends new invoices and their updates one way into Wave. Payment receipts and status changes do not sync, so mark invoices paid in Wave yourself.

To connect, go to Settings > Integrations, choose the integration and log in to approve access. For Xero, pick a default account for invoices to post to. Only accounts with payments enabled appear, so if yours is missing, open Chart of accounts in Xero's advanced settings, edit the account and tick Enable payments to this account.

With QuickBooks, invoices created before you connected are not synced unless you import them.