Taskly
Xero Integration

Taskly and Xero, in step. No double entry.

Invoices and payments sync both ways in real time. Mark an invoice paid in either place and the other one knows. Included on the Team and Business plans.

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Retyping invoices isn't bookkeeping.

Copying invoices into Xero and matching payments back to jobs takes an evening a week. Miss one and month-end turns into a hunt. Taskly keeps both sides in step, so Xero matches what happened on the job.

How it works.

  1. Step 1

    Connect once

    Link your Xero organisation from Taskly and pick your default sales account and tax rate.

  2. Step 2

    Invoices flow across

    Each Taskly invoice lands in Xero with its lines, GST and PO number. Nothing to retype.

  3. Step 3

    Payments come back

    Paid in Taskly or in Xero, both sides update. If something doesn't sync, Taskly tells you.

Everything your books need.

  • Two-way, real time

    Invoices and payments update in both Taskly and Xero as they happen.

  • Payments reconcile

    Payments taken in Taskly land in Xero. Payments entered in Xero mark the invoice paid.

  • Surcharges kept apart

    Card surcharges are coded separately, so they don't blur your sales figures.

  • PO numbers carry across

    Purchase order numbers on Taskly invoices come through to Xero.

  • Direct links both ways

    Jump from a Taskly invoice to Xero, or from Xero back to Taskly.

  • Sync failure alerts

    If something doesn't sync, you hear about it now, not at month-end.

“The team always goes above and beyond to help their clients succeed. It's not just a booking system but has a full range of features – booking, invoicing, quoting, reminders, and more – all in one platform. With a bit of learning, it quickly becomes a cost-saving platform!”
DGDaniOwner — The Groomery

Questions, answered.

Anything else? A real person in NZ will reply.

Which plans include Xero?
The Xero integration is included on the Team and Business plans. There's no lock-in, so you can change plans as the business grows.
Does it really sync both ways?
Yes, in real time. Invoices go from Taskly to Xero, and payments sync in both directions. Mark an invoice paid in Xero and it shows as paid in Taskly.
How are card surcharges handled?
Card surcharges are coded separately in Xero, so they stay out of your sales lines.
What if something doesn't sync?
Taskly alerts you so you can fix it straight away, instead of finding a gap at month-end.
Do PO numbers come across?
Yes. Purchase order numbers on your Taskly invoices carry across to Xero, which helps with commercial and property management clients.

Works even better with.

PaymentsCard, Afterpay, Klarna and bank transfer, with automatic reminders.Explore Quoting & invoicingQuotes with optional extras that turn into jobs and invoices.Explore Recurring bookingsRegular jobs that schedule and invoice themselves.Explore

Get your evenings back.

Start free for 30 days. No credit card, no lock-in. Set up from your website, with a co-founder on call if you want help.

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