Syncing billing with Xero or QuickBooks: what to automate first

[Alicejames]

Re-keying invoices into accounting is slow and error-prone. Prioritise:

1. Invoices pushed automatically
   
2. Payments synced back and matched to invoices
   
3. Customers kept consistent between systems
   
4. Tax codes mapped correctly
   

Test with one customer first, then roll out. Here’s how a Xero integration typically works in a billing setup. Which accounting package do you use?