Integrating Quantify with Xero

To establish the communication link between Quantify and Xero, first select the Xero Accounting Integration option in Quantify.

To integrate Quantify with Xero:

1. Click the Tools menu and select Global Options.
   
   The Global Options dialog appears.
2. Click the Billing tab.
3. Click the Integrate With dropdown and select Xero.
4. Ensure that all tax options are unchecked, as Xero takes care of taxes internally.
    
5. Click the Default Status of Xero Invoicesdropdown and select the appropriate status for Invoices synchronized with Xero. Your options are:
   • Draft
   • Awaiting Approval
   • Awaiting Payment
     All accounting item types must have their Name text fields match those in Xero.
6. Click the first Accounting Item Type, then click the Edit button ().
   
   The Accounting Type dialog appears.
7. Click in the Name text field and enter the name that matches the item type in Xero.
   
   Note: Xero synchronization name matching is case sensitive.
8. Click OK.
   The Global Options dialog returns.
9. Repeat steps 5, 6 and 7 for each accounting item type.
10. When you are done, click OK in the Global Options dialog.