Accounting and financial management is a necessary part of any business. Companies need to be able to keep active track of their revenue and have eyes on cashflow almost always. Xero is a popular accounting software that does just that, and integrating it with RepairDesk to your repair store can make things a lot easier for your accounting/bookkeeping and financial growth.
Let’s take a look at what this integration holds that makes it so powerful for your repair business.
Link your inventory and invoice records with Xero
Xero has the ability to import all of your invoice records and your inventory from RepairDesk. Any item that you have for sale and every sales invoice that you generate is automatically pushed to Xero thanks to our API link. This means that you’ll get up-to-date information on all your transactions in Xero while all your business takes place in RepairDesk.
You can then use Xero’s powerful tools to get a real-time view of your cashflow, monitor your financial data for accuracy and integrity, easily reconcile with your bank, and see how well your business performs with detailed analytics that gives you at-a-glance information.
Approve invoices right through Xero
When setting up your Xero integration, you can easily import them as “draft” and approve the invoice right through your Xero frontend. This gives you a great deal of control over your financials, since you’ll be notified of all sales made and can deal with everything a lot easier. In this mode, accounts are only updated once their draft invoices have been approved.
Easily sync your customer database
Every customer that you’ve processed in RepairDesk can easily be synced to your Xero database. Simply enable your Xero integration by linking your account to RepairDesk, then navigate to the customer record you’d like to sync, and check the box that says “Sync with Xero”. The contact will then automatically be imported to Xero’s system, and will be updated as changes are made in RepairDesk.
If you want to sync multiple customers at once, you can export a CSV file from RepairDesk of your customer database, change the value of the field marked “Sync with Xero”, and import it into Xero. All accounts that you’ve marked should then be able to sync hassle-free from RepairDesk.
For more help, visit our helpdesk article on the RepairDesk Knowledge Base. We’ve got a handy guide that will walk you through the entire process.
Keep Your Data Secure
Your financial data is completely secure when transferring between RepairDesk and Xero. Repair store owners can make use of Xero’s advanced features of data protection and security to keep their store’s records secure and safe. In addition, all data synced can be easily tracked within RepairDesk, so you know exactly what is being shared and what isn’t, and when it’s happening.
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