An automated accounting transfer needs a connector you or your developer configure.

1. Choose export or a connector

For a one-time transfer, use the invoice Export to QuickBooks / Xero flow. For an ongoing connector, open Integrations → Developer API → API Reference → Sync with QuickBooks or Xero.

The API Reference includes the accounting-transfer guide.
The API Reference includes the accounting-transfer guide.

2. Map stable records

Have the connector map source record IDs to destination records. Review contact, item, account, tax, region, and currency handling before allowing writes in the destination.

3. Track changed records

Use the documented /changes feed and accounting-detail requests. Record processed IDs and outcomes so the same source entry is not imported twice. Preserve a checkpoint and handle retries consistently.

4. Reconcile the result

Compare document totals and payments on both sides. Review records marked deleted rather than deleting them automatically. Invoice Crowd does not write to QuickBooks or Xero on its own.