Simplify and automate Xero Accounting with your favorite Recurring Billing Software
What is Xero?
Xero is easy to use online accounting software that’s designed specifically for small businesses.
- It's all online, so you can work when and where you want to. Just login with your PC, Mac or mobile.
- Your bank statements are automatically imported and categorized, letting you see your cashflow in real-time.
- Invite your team and work together on financials. You can collaborate over your up-to-date numbers.
- Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more.
Find out more or try Xero Accounting Software for free.
What is Chargebee?
Chargebee is a smart and comprehensive recurring billing solution which covers all the nuts & bolts of managing subscriptions and is built for global SaaS businesses.
- Chargebee gives you the ability to work across 12 payment gateways including - including Braintree and Stripe, along with offline payments (via ACH and wire transfer) with all accounts receivables in one place.
- Comprehensive Invoicing, Credit Notes and Global Taxation including EU VAT, smart proration logic, role based access for teams.
- Chargebee offers SaaS Metrics dashboard along with customised reporting on a need basis.
- You can benefit from our consultative customer support with 24*7 application support.
Try Chargebee for free.
Features of the integration
Cloud Accounting and on the Go!
Accountants and business owners can now access your updated accounting data and stay connected from anywhere, on any device, with any number of authorised users. Keep track of the cash flow through sales and purchases.
Robust Bank Reconciliation
You can now spend less time and manual effort on finding the right transactions. Connect Xero to your bank account to ensure that transaction statements are imported for easy reconciliation.
Powerful Reporting & Add-ons
Stay up-to-date with the financials in your business using Xero’s dashboard. Generate P&L Statements, Balance Sheets, and Tax Reports; track your business performance using Xero’s interactive financial reporting and budget in real time. Xero easily integrates with 500 business applications like inventory, invoicing, time tracking, payment gateways, billing, taxation, payroll, timesheets, and expense management.
Save the time spent on manual updates, CSV imports, and running data scripts as the integration offers automatic sync of invoices and related data.
This integration will accurately sync invoices, payments, credit notes, refunds, customers, items, and taxes to Xero with great precision. Phew! That’s a big list!
All your data will flow into the right chart of account you wish to sync with. This can be a single account for all items or different revenue accounts for each item. Separate chart of accounts can be configured for rounding off difference and writing off bad debts.
Get access to comprehensive and accurate reporting in Xero with a detailed summary of Accounts Receivables, Sales Transactions, and Sales Tax data fed from Chargebee. You can file taxes (for NZ, Australia, UK EU-VAT) from within Xero itself as data has been synchronized efficiently for you.
Do you spend hours manually reconciling payments between Stripe and Xero? Tired of seeing the mismatched numbers between your accounting system and bank statement?
The Payment Reconciliation feature between Stripe and Xero, simplifies your bookkeeping and allows reconciliation of amounts in the bank against the transactions in the book of accounts.
Also available as a Google Chrome extension, so you can reconcile with the click of a button!
FAQs
- I already have an account in Xero, how do I connect?
- On what plan is the Xero and Chargebee integration available?
- What will be synced to Xero?
- How do I test my integration works with Xero without signing up for a paying account?
- I have already synced some invoices manually to Xero. What should I do now?
- Some changes I made in Xero are not syncing back to Chargebee - is this going to be a problem?
Xero Account
You can either connect to an existing account in Xero or create a new account. Chargebee will support both.
Pricing - Chargebee
The Chargebee - Xero integration is available from Chargebee's Rise Plan and above.
Xero Sync
Invoices, payments, refunds, credit notes, customers, items, taxes linked to the invoices will be notified to Xero. If customers do not have invoices, or items are not linked to invoices, then these customers or items will not be updated to Xero.
Integration Test
We recommend you use a demo company to test how Xero works. Additionally, you can create a test organisation and sync your Chargebee data and verify. If it works fine, then you can begin syncing your live data to Xero.
Pre-Setup
You can begin invoice sync from a specific date and invoices created from that date will only be updated to Xero.
One Way Sync
Chargebee will not pull updates from Xero, this is a ONE WAY SYNC from Chargebee -> Xero. Any updates should be made in Chargebee and it will be synced to Xero. Two way sync between both the systems is not supported.