Automate beyond accounts with customizable bidirectional syncs; save time & get better insights from leadsource to transactions to customer follow-up. Out-of-the-box integrations to connect Infusionsoft with Xero. Simply select the data you want to sync and start! Seamless bi-directional syncs means your Infusionsoft info is always consistent with Xero. Now, you can update Infusionsoft based on activities in Xero! Handling records with multiple line items or complex CSV files with repeating structures is easy to do. No coding required.
Posboss + Xero
Move your cash, credit card and eftpos takings for the day into Xero with one step.
These will reconcile (to the cent) after Xero’s automatic bank feeds have been loaded.
Any “unders or overs” and petty cash expenses will also appear in Xero, providing you (or your accountant) with a complete sales picture of your business.
In a few simple steps you can have Posboss talking to Xero. Visit your Posboss Management Site. Go to Settings & then the Xero tab. Select 'Connect' & you are on your way.
For more tips on getting setup check out: http://help.posbosshq.com/getting-set-up/management-site-setup-guides-posbosshq-com/xero-integration
New Zealand, Australia