With the Xero integration, Quaderno automatically exports all invoices and expenses to Xero, as well as payments (different payment account for each connected platform/payment processor. The integration is one-way. They don’t import any invoices from Xero to Quaderno.
If you have other platforms and payment processors integrated with Quaderno, the app will generate invoices and receipts for your sales automatically.
Any time an invoice is generated in your Quaderno account, either manually or with one of their integrations, it would automatically be exported to Xero with all the invoice details and tax rate.
Quaderno invoices that are not paid via an integrated payment provider (i.e. BACS paid invoices) must be manually marked as paid, there is no payment integration between Xero and Quaderno. These invoices can be marked as paid in Quaderno. Then Quaderno would record this payment in Xero too.
Tax rates are created in Xero if not already present.
When you first set up the integration, you are prompted to configure the mapping for invoices and payments.
Quaderno exports your invoices to Xero in batches. Invoices are exported to Xero at 22:20 GMT and 10:20 GMT daily.
For testing purposes, we’d recommend creating an account in their sandbox testing environment. Then you could connect this to the Xero global demo company to see how everything would work.
If you did not want to raise invoices in Quaderno you could use Zapier to send invoices from Xero or QuickBooks to Quaderno, then report on the sales tax and manually adjust QBO / Xero.
It is possible to import past sales to Quaderno via CSV. You should turn off the Xero integration so that you don’t end up with duplicates.
Reports can be filtered by date/tax and exported as CSV.