Accounting · Taskr and Xero
Tradie job management software that syncs with Xero
Connect Xero once and stop retyping. Invoices, quotes and customers you create in Taskr go to your Xero organisation, and when an invoice is paid in Xero, Taskr marks it paid.
- 14-day free trial
- Connect from Settings
- Built in Australia
What syncs
What syncs between Taskr and Xero
- Taskr to XeroIn Xero
Invoice INV-1042
Southbank Grand Hotel · $1,840.00
- Taskr to XeroContact in Xero
Customer
Southbank Grand Hotel
- Xero to TaskrMarked paid
Payment received
INV-1042 · $1,840.00
How it works
How to connect Xero to Taskr
- 1
In Taskr, open Settings, then Integrations, and choose Xero.
- 2
Press Connect and sign in to Xero.
- 3
Pick the Xero organisation to connect.
- 4
Choose what to sync: customers, invoices and payments.
Good to know
Before you connect Xero
Connecting and disconnecting Xero needs someone who can manage settings in your workspace.
Your Xero financial statements show in Taskr. If Xero asks you to sign in again, Taskr says so there and on the connection, with a Reconnect button.
Taskr also checks Xero every hour, so a change that was missed catches up on its own.
FAQ
Xero and Taskr: common questions
What job management software integrates with Xero?
Taskr does. It is job management software for Australian trade and field service businesses, and invoices, quotes and customers you create in it go straight to your Xero organisation.
Does Taskr sync payments back from Xero?
Yes. When an invoice is paid in Xero, Taskr marks it paid. Taskr also checks Xero every hour, so anything missed catches up on its own.
Do I still have to type invoices into Xero?
No. Raise the invoice in Taskr, on the job or in the office, and it appears in Xero without anyone keying it in.
More integrations
What else connects to Taskr?
No Taskr account yet?
Start a trial, connect Xero from Settings, and watch the first record go across.
Start free trial