Quoter + Xero

Integrating Quoter with QuickBooks Online enables a more seamless, automated, and error-free quoting process, leading to improved productivity, more accurate pricing, and better overall service delivery.

Customer or Person Search Sync
When creating a Quote in Quoter, you can search for an existing Customer or Person from Xero, or create a new one.

Invoice created from published Quotes
When a Quoter Quote is created, a Xero Invoice will be created automatically along with its Items.

Quote Status Updates
When a quote status is changed to accepted, ordered, or fulfilled, a corresponding customer, invoice, and set inventory items will be automatically created in Xero. If the customer already exists in Xero, it will be updated.

Push Transaction Value to an Invoice 
When a payment is accepted for a quote via Quoter, a payment will be automatically applied to the corresponding invoice in Xero.

All your quotes in one place
Track performance, follow up on pending deals and collaborate with the team more efficiently from within Quoter.

When signed in to your Quoter Account, navigate to Settings > Integrations to select Xero under Accounting.

Follow the step-by-step guide below: 

• Integrate with Xero
• Xero Field Mappings