Manage your contacts with Xero for US business
Xero’s contact management features keep your business relationships on track. Get a complete view of customer and supplier information, including contact details and your history with them, securely stored in the cloud and accessible anytime.
A simple way to manage contacts
Organize your business relationships with a centralized space for managing customer and supplier information.
See a full record of transactions
Get a clear history of transactions to spot trends and manage payments efficiently.
Store contacts’ details in one place
See all your contacts in a single place. Add and edit notes, documents and details for each contact in Xero.
Access contact information on the move
Add new contacts, update their details, and make notes from anywhere with the Xero Accounting app.
Read Hunt and Gather’s storyWe can see how the business is tracking
Your financial history with your contacts
Go beyond basic contact management – Xero gives you a complete view of customer interactions, transaction history, and account balances. Check customer details, invoices, quotes, and payments to get detailed info fast. All your contacts’ info is in one place to save you time.
- View all your customers’ and suppliers’ contact information and your financial history with them
- Check account balances, including foreign currency amounts
- Get an overview of invoices, quotes, payments, bills, and notes, and dig into the details
Store contacts in one place
Keep all your supplier and customer information centralized in one secure contact management software. Save time on searching multiple pieces of software or paperwork for contact details. Add notes and documents to each contact record to keep up your professional relationships.
- Look up contact details to get in touch with a customer or supplier
- Upload and save any important documents relating to a contact
- Add, edit and save notes about a contact for future reference
Access contacts’ information on the move
The Xero Accounting app brings contact management to your pocket. Manage contacts, customer transactions, and invoices on the go. Get real-time financial insights about each contact, and tweak their details in a few taps.
- Have vital contact information at your fingertips
- Add and edit contact details and notes from your mobile device
- Invoice your customers immediately using their stored contact details
Better business with your suppliers and customers
Accounting software with advanced contact management capabilities like Xero helps bring you closer to your suppliers and customers. By keeping contacts up to date in Xero, you always have the information to pay bills promptly, send invoices, and do better business.
Accounting software for your small business
What is contact management in accounting software?
Contact management in accounting software is the central record-keeping of who your business transacts with – customers, suppliers, contractors, or partners. A good contact record links to that person or company's invoices, bills, payments, and communications, giving you a complete financial history in one place.
Contact management in accounting software is the central record-keeping of who your business transacts with – customers, suppliers, contractors, or partners. A good contact record links to that person or company's invoices, bills, payments, and communications, giving you a complete financial history in one place.
Well-organized contacts save time, reduce errors, and improve cash flow. When customer and supplier records are accurate and up to date, invoices go to the right people, payments are matched correctly, and you can quickly see who owes you money or who you owe.
Well-organized contacts save time, reduce errors, and improve cash flow. When customer and supplier records are accurate and up to date, invoices go to the right people, payments are matched correctly, and you can quickly see who owes you money or who you owe.
Look for software that keeps all contact details, transaction history, and notes in one profile – so you always have context before you invoice or follow up. Cloud-based tools like Xero let you access contacts from any device and collaborate with your team in real time. Other things to look for: bulk import from your existing CRM or system of record, the ability to tag or group contacts for batch actions, integration with your invoicing and billing workflow, and searchable transaction history by contact.
Look for software that keeps all contact details, transaction history, and notes in one profile – so you always have context before you invoice or follow up. Cloud-based tools like Xero let you access contacts from any device and collaborate with your team in real time. Other things to look for: bulk import from your existing CRM or system of record, the ability to tag or group contacts for batch actions, integration with your invoicing and billing workflow, and searchable transaction history by contact.
In Xero, customers and suppliers are managed under Contacts. Each contact has a dedicated profile showing their details, transaction history, outstanding balances, and any notes.
In Xero, customers and suppliers are managed under Contacts. Each contact has a dedicated profile showing their details, transaction history, outstanding balances, and any notes.
Yes. Xero lets you import contacts all at once through a downloadable template. This is useful when migrating from another accounting system or CRM. The import template includes fields for name, email, phone, address, account number, and tax details. After importing, you can review and merge any duplicates.
Yes. Xero lets you import contacts all at once through a downloadable template. This is useful when migrating from another accounting system or CRM. The import template includes fields for name, email, phone, address, account number, and tax details. After importing, you can review and merge any duplicates.
Yes. You can create contact groups in Xero to organize contacts by category – for example, by region, customer type, or sales channel. Contact groups can also be used for batch invoicing, allowing you to send the same invoice to multiple contacts in a group at once.
Yes. You can create contact groups in Xero to organize contacts by category – for example, by region, customer type, or sales channel. Contact groups can also be used for batch invoicing, allowing you to send the same invoice to multiple contacts in a group at once.
Open the contact record in Xero and use the Activity tab to see a financial summary, including outstanding invoices, credit notes, bills, and payment history. If you sometimes buy from the same contact, there may also be a tab for bills. The Aged Receivables and Aged Payables reports also let you view overdue balances across all contacts at a glance.
Open the contact record in Xero and use the Activity tab to see a financial summary, including outstanding invoices, credit notes, bills, and payment history. If you sometimes buy from the same contact, there may also be a tab for bills. The Aged Receivables and Aged Payables reports also let you view overdue balances across all contacts at a glance.
Every invoice, bill, credit note, and payment linked to a contact is automatically recorded in their profile. Xero also tracks average payment times for customers, so you can see at a glance whether a customer tends to pay on time, early, or late – useful for managing credit terms and chasing overdue accounts.
Every invoice, bill, credit note, and payment linked to a contact is automatically recorded in their profile. Xero also tracks average payment times for customers, so you can see at a glance whether a customer tends to pay on time, early, or late – useful for managing credit terms and chasing overdue accounts.
Yes – you can search for a customer or supplier, and transactions with them, from almost any screen in Xero. Search by name, phone number, address, or transaction amount to find what you’re looking for. You can also search for contacts when you’re creating a bill or invoice.
Yes – you can search for a customer or supplier, and transactions with them, from almost any screen in Xero. Search by name, phone number, address, or transaction amount to find what you’re looking for. You can also search for contacts when you’re creating a bill or invoice.
Yes – if you need more contact management functionality, a customer relationship management (CRM) app that integrates with Xero is a great option. Data can sync between the two platforms so your customer records and financial data stay aligned.
Check the Xero App Store for CRM apps that integrate with Xero
Yes – if you need more contact management functionality, a customer relationship management (CRM) app that integrates with Xero is a great option. Data can sync between the two platforms so your customer records and financial data stay aligned.
Check the Xero App Store for CRM apps that integrate with Xero
What is contact management in accounting software?
Contact management in accounting software is the central record-keeping of who your business transacts with – customers, suppliers, contractors, or partners. A good contact record links to that person or company's invoices, bills, payments, and communications, giving you a complete financial history in one place.
Contact management in accounting software is the central record-keeping of who your business transacts with – customers, suppliers, contractors, or partners. A good contact record links to that person or company's invoices, bills, payments, and communications, giving you a complete financial history in one place.
Well-organized contacts save time, reduce errors, and improve cash flow. When customer and supplier records are accurate and up to date, invoices go to the right people, payments are matched correctly, and you can quickly see who owes you money or who you owe.
Well-organized contacts save time, reduce errors, and improve cash flow. When customer and supplier records are accurate and up to date, invoices go to the right people, payments are matched correctly, and you can quickly see who owes you money or who you owe.
Look for software that keeps all contact details, transaction history, and notes in one profile – so you always have context before you invoice or follow up. Cloud-based tools like Xero let you access contacts from any device and collaborate with your team in real time. Other things to look for: bulk import from your existing CRM or system of record, the ability to tag or group contacts for batch actions, integration with your invoicing and billing workflow, and searchable transaction history by contact.
Look for software that keeps all contact details, transaction history, and notes in one profile – so you always have context before you invoice or follow up. Cloud-based tools like Xero let you access contacts from any device and collaborate with your team in real time. Other things to look for: bulk import from your existing CRM or system of record, the ability to tag or group contacts for batch actions, integration with your invoicing and billing workflow, and searchable transaction history by contact.
In Xero, customers and suppliers are managed under Contacts. Each contact has a dedicated profile showing their details, transaction history, outstanding balances, and any notes.
In Xero, customers and suppliers are managed under Contacts. Each contact has a dedicated profile showing their details, transaction history, outstanding balances, and any notes.
Yes. Xero lets you import contacts all at once through a downloadable template. This is useful when migrating from another accounting system or CRM. The import template includes fields for name, email, phone, address, account number, and tax details. After importing, you can review and merge any duplicates.
Yes. Xero lets you import contacts all at once through a downloadable template. This is useful when migrating from another accounting system or CRM. The import template includes fields for name, email, phone, address, account number, and tax details. After importing, you can review and merge any duplicates.
Yes. You can create contact groups in Xero to organize contacts by category – for example, by region, customer type, or sales channel. Contact groups can also be used for batch invoicing, allowing you to send the same invoice to multiple contacts in a group at once.
Yes. You can create contact groups in Xero to organize contacts by category – for example, by region, customer type, or sales channel. Contact groups can also be used for batch invoicing, allowing you to send the same invoice to multiple contacts in a group at once.
Open the contact record in Xero and use the Activity tab to see a financial summary, including outstanding invoices, credit notes, bills, and payment history. If you sometimes buy from the same contact, there may also be a tab for bills. The Aged Receivables and Aged Payables reports also let you view overdue balances across all contacts at a glance.
Open the contact record in Xero and use the Activity tab to see a financial summary, including outstanding invoices, credit notes, bills, and payment history. If you sometimes buy from the same contact, there may also be a tab for bills. The Aged Receivables and Aged Payables reports also let you view overdue balances across all contacts at a glance.
Every invoice, bill, credit note, and payment linked to a contact is automatically recorded in their profile. Xero also tracks average payment times for customers, so you can see at a glance whether a customer tends to pay on time, early, or late – useful for managing credit terms and chasing overdue accounts.
Every invoice, bill, credit note, and payment linked to a contact is automatically recorded in their profile. Xero also tracks average payment times for customers, so you can see at a glance whether a customer tends to pay on time, early, or late – useful for managing credit terms and chasing overdue accounts.
Yes – you can search for a customer or supplier, and transactions with them, from almost any screen in Xero. Search by name, phone number, address, or transaction amount to find what you’re looking for. You can also search for contacts when you’re creating a bill or invoice.
Yes – you can search for a customer or supplier, and transactions with them, from almost any screen in Xero. Search by name, phone number, address, or transaction amount to find what you’re looking for. You can also search for contacts when you’re creating a bill or invoice.
Yes – if you need more contact management functionality, a customer relationship management (CRM) app that integrates with Xero is a great option. Data can sync between the two platforms so your customer records and financial data stay aligned.
Check the Xero App Store for CRM apps that integrate with Xero
Yes – if you need more contact management functionality, a customer relationship management (CRM) app that integrates with Xero is a great option. Data can sync between the two platforms so your customer records and financial data stay aligned.
Check the Xero App Store for CRM apps that integrate with Xero
Essential guidance for your US small business
Now you’ve got your contacts in order, here’s expert advice on growing and developing your business, and managing your books.
- Guide
Where to next? Tools and guides for your business
Now that you’re in business, you want to stay there. Xero’s got resources and solutions to help.
- Guide
Stages of business growth
Before you leap into growth, reflect on where you’ve come from. Find out the stage of business growth you’re at.
- Guide
Bookkeeping for small businesses
Small businesses can do their own bookkeeping or outsource to professionals. We look at how to find a good balance.
See how Xero fits your business
Manage finances, improve cash flow, and connect apps that give you the best tools for the job. See how Xero can help your business type.
Xero grows with your business
As your business expands, Xero grows with it. Find apps that work beautifully with Xero to help you accomplish tasks and reach your goals.
Pay your bills at no extra cost
Free standard ACH bill payments are now included in Xero business plans.*
Better business relationships – and more
Xero has plenty of resources to get you started with contact management for US small businesses.
Import new Xero contacts
Add multiple contacts to Xero by downloading the CSV file template, then formatting and saving the data.
Search for contacts and transactions
Find contacts and transactions from most screens in Xero.
Manage a contact’s personal data
You might need to provide contacts with the personal information you hold on them, or update or erase it.
FAQs about Xero in the US
Yes, Xero’s reporting and analytics capabilities help you easily prepare and submit your returns so you never miss a deadline. Your numbers will be accurate and all stored in one secure place.
See tax information for businesses from the IRS.Yes, Xero’s reporting and analytics capabilities help you easily prepare and submit your returns so you never miss a deadline. Your numbers will be accurate and all stored in one secure place.
See tax information for businesses from the IRS.Yes – Xero partners with Gusto for a full-service payroll solution. Gusto saves you time on all aspects of your payroll – including calculating employee pay and deductions – thanks to its clever automations.
Check out payroll with GustoYes – Xero partners with Gusto for a full-service payroll solution. Gusto saves you time on all aspects of your payroll – including calculating employee pay and deductions – thanks to its clever automations.
Check out payroll with GustoThe best accounting software depends on your needs. Xero’s accounting software has flexible plans so you can adjust your subscriptions to access the features you need as your business grows.
Check out Xero’s pricing plans.The best accounting software depends on your needs. Xero’s accounting software has flexible plans so you can adjust your subscriptions to access the features you need as your business grows.
Check out Xero’s pricing plans.No – Xero is based in the cloud, so all you need is an internet connection. But you need a multi-factor authentication (MFA) app to log in to Xero. MFA adds an extra layer of security by checking that it’s really you when you log in.
Learn about data protection with Xero.No – Xero is based in the cloud, so all you need is an internet connection. But you need a multi-factor authentication (MFA) app to log in to Xero. MFA adds an extra layer of security by checking that it’s really you when you log in.
Learn about data protection with Xero.Yes, the Xero App Store has hundreds of apps to help manage your business, including apps specifically designed for your industry and for doing business in the USA.
Check out the Xero App Store.Yes, the Xero App Store has hundreds of apps to help manage your business, including apps specifically designed for your industry and for doing business in the USA.
Check out the Xero App Store.
See how to manage contacts in Xero
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