{"id":17466,"date":"2021-01-26T08:50:56","date_gmt":"2021-01-26T07:50:56","guid":{"rendered":"https:\/\/chartmogul.com\/blog\/?p=17466"},"modified":"2024-04-26T15:44:17","modified_gmt":"2024-04-26T13:44:17","slug":"quickbooks-xero-integration","status":"publish","type":"post","link":"https:\/\/chartmogul.com\/blog\/quickbooks-xero-integration\/","title":{"rendered":"ChartMogul &#x2764;&#xfe0f; QuickBooks &#038; Xero"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Ever since we launched ChartMogul, customers have asked us to build an integration with cloud accounting platforms <a href=\"https:\/\/quickbooks.intuit.com\/global\/\">QuickBooks Online<\/a> and <a href=\"https:\/\/www.xero.com\/\">Xero<\/a>.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Given how these two systems structure and store billing data, it just wasn\u2019t possible to build the same type of single-click integration our customers have come to expect and love from us.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Enter <a href=\"https:\/\/www.saasync.com\/integrations\/chartmogul\/\">SaaSync<\/a>, ChartMogul\u2019s premier, US-based integration partner. Led by <a href=\"https:\/\/chartmogul.com\/blog\/contacts-plus-reduce-churn\/\">former FullContact co-founder Travis Todd<\/a>, SaaSync provides a mix of software and professional services related to ChartMogul and subscription billing platforms.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Travis and his team got to work last year and built a new SaaS app that acts as an integration layer between QuickBooks, Xero, and ChartMogul.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We\u2019re excited to finally bring ChartMogul\u2019s industry-leading subscription analytics to companies using QuickBooks and Xero.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-saasync-works\">How SaaSync works<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">SaaSync starts by retrieving billing data from QuickBooks Online or Xero, such as invoices, credit notes, sales receipts, and payments. From there, it transforms the data for use with ChartMogul\u2019s subscription data model.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"904\" height=\"1024\" src=\"https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2021\/01\/Screen-Shot-2021-01-25-at-9.37.34-AM-904x1024.png\" alt=\"The SaaSync dashboard\" class=\"wp-image-17478\" srcset=\"https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2021\/01\/Screen-Shot-2021-01-25-at-9.37.34-AM-904x1024.png 904w, https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2021\/01\/Screen-Shot-2021-01-25-at-9.37.34-AM-265x300.png 265w, https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2021\/01\/Screen-Shot-2021-01-25-at-9.37.34-AM-500x566.png 500w, https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2021\/01\/Screen-Shot-2021-01-25-at-9.37.34-AM-800x906.png 800w, https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2021\/01\/Screen-Shot-2021-01-25-at-9.37.34-AM-1280x1450.png 1280w, https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2021\/01\/Screen-Shot-2021-01-25-at-9.37.34-AM-1920x2175.png 1920w, https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2021\/01\/Screen-Shot-2021-01-25-at-9.37.34-AM-1356x1536.png 1356w, https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2021\/01\/Screen-Shot-2021-01-25-at-9.37.34-AM-1808x2048.png 1808w, https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2021\/01\/Screen-Shot-2021-01-25-at-9.37.34-AM-720x816.png 720w, https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2021\/01\/Screen-Shot-2021-01-25-at-9.37.34-AM.png 2032w, https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2021\/01\/Screen-Shot-2021-01-25-at-9.37.34-AM-265x300@2x.png 530w, https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2021\/01\/Screen-Shot-2021-01-25-at-9.37.34-AM-500x566@2x.png 1000w, https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2021\/01\/Screen-Shot-2021-01-25-at-9.37.34-AM-800x906@2x.png 1600w\" sizes=\"auto, (max-width: 904px) 100vw, 904px\" \/><figcaption class=\"wp-element-caption\">The SaaSync dashboard<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">SaaSync can automatically transform and sync most data between Quickbooks Online or Xero and ChartMogul. Using an additional review system, SaaSync users enter missing or incomplete data before syncing the remaining transactions to ChartMogul.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-about-saasync\">About SaaSync<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">SaaSync, a close ChartMogul partner, is based in Wyoming and Colorado.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Their software ranges from complex custom integrations (Zuora, InfusionSoft, etc.) down to self-service integrations such as QuickBooks and Xero. They also provide custom implementation and consulting services to some of ChartMogul\u2019s largest and most complex clients.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-to-get-started\">How to get started<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You\u2019ll need to be an admin in ChartMogul (sign up for a free trial if you don\u2019t yet have a ChartMogul account).&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The SaaSync team has put together a video that shows you how to connect your QuickBooks\/Xero account with ChartMogul and start syncing your data:<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<p class=\"video-container\"><youtube-video videoid=\"Rb8KsS8Wnxk\"><\/youtube-video><\/p>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-all-your-data-in-one-place\">All your data in one place<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Allowing our customers to bring in data from QuickBooks and Xero brings <a href=\"https:\/\/chartmogul.com\/blog\/introducing-subscription-data-platform\/\">a step closer to our vision<\/a> of making ChartMogul the central piece in the data stack of every subscription company.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Curious to see how that works for you? Start a free trial of <a href=\"https:\/\/app.chartmogul.com\/sign_up\/1\">ChartMogul<\/a> and <a href=\"https:\/\/www.saasync.com\/register\/\">SaaSync<\/a> and connect your accounting platform.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Thanks to our partners at SaaSync, it\u2019s now possible to import your data from QuickBooks and Xero into ChartMogul.<\/p>\n","protected":false},"author":4,"featured_media":17467,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[39],"tags":[134,1981,1980],"class_list":["post-17466","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-product-updates","tag-integration","tag-quickbooks","tag-xero"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>ChartMogul &#x2764;&#xfe0f; QuickBooks &amp; Xero<\/title>\n<meta name=\"description\" content=\"Thanks to our partners at SaaSync, it\u2019s now possible to import your data from QuickBooks and Xero into ChartMogul.\" \/>\n<meta name=\"robots\" content=\"index, follow\" \/>\n<link rel=\"canonical\" href=\"https:\/\/chartmogul.com\/blog\/quickbooks-xero-integration\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"ChartMogul &#x2764;&#xfe0f; QuickBooks &amp; Xero\" \/>\n<meta property=\"og:description\" content=\"It\u2019s now easier to import your data from QuickBooks and Xero into ChartMogul.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/chartmogul.com\/blog\/quickbooks-xero-integration\/\" \/>\n<meta property=\"og:site_name\" content=\"ChartMogul\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/chartmogul\" \/>\n<meta property=\"article:published_time\" content=\"2021-01-26T07:50:56+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-04-26T13:44:17+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/chartmogul.com\/blog\/wp-content\/uploads\/2021\/01\/New-integrations-with-QuickBooks-and-Xero-blog-scaled.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"2560\" \/>\n\t<meta property=\"og:image:height\" content=\"1067\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Nick Franklin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:description\" content=\"Thanks to our partners from SaaSync, it\u2019s now easier to import your data from QuickBooks and Xero into ChartMogul.\" \/>\n<meta name=\"twitter:creator\" content=\"@Nick_Franklin\" \/>\n<meta name=\"twitter:site\" content=\"@chartmogul\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Nick Franklin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/chartmogul.com\/blog\/quickbooks-xero-integration\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/chartmogul.com\/blog\/quickbooks-xero-integration\/\"},\"author\":{\"name\":\"Nick Franklin\",\"@id\":\"https:\/\/chartmogul.com\/blog\/#\/schema\/person\/6b83cb75c842d51f571cac6899f78790\"},\"headline\":\"ChartMogul &#x2764;&#xfe0f; 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