---
title: "Integrating Quantify with Xero"
slug: "integrating-quantify-with-xero"
updated: 2023-07-20T13:03:32Z
published: 2023-07-20T13:03:32Z
canonical: "docs.avontus.com/integrating-quantify-with-xero"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.avontus.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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**.  
![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/acb48565-9300-474a-b220-49c2b53f9624.png)  
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.  
![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/929442eb-1ca6-4c90-be42-d23417441755.png)
5. Click the **Default Status of Xero Invoices**dropdown 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 (![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/fc5c1088-90a9-4b8c-b3f3-68a24c131ce1.png)).  
![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/986f8be0-9c1e-4774-8de6-0753c6dd4681.png)  
The *Accounting Type* dialog appears.
7. Click in the **Name** text field and enter the name that matches the item type in Xero.  
![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/1483e7e3-f35f-4ed7-976d-e7d4aa6f0724.png)   
**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.