Sync with Xero: At a glance
The sync with Xero eliminates double data entry by automatically sending all information to Key CashFlow from Xero, and sending back payments made/received in Key CashFlow.
Here's how sync can enable seamless integration of payments with Payables and Receivables workflow:
By default, the sync runs automatically once a day. A sync can also be triggered manually at any time.
The following image shows what objects sync and in which direction.
Things to Know
- All payments must be made/recorded in Key CashFlow. If making or receiving payments outside of Key CashFlow, remember to return to Key CashFlow and mark the bill/invoice as paid.
- Only unpaid invoices in Xero will sync to Key CashFlow. Draft, partially and fully paid bills/invoices won't sync to Key CashFlow.
- Key CashFlow doesn't sync file attachments to/from Xero
- While Items are a two-way sync, Sales Tax is still one way from Xero to Key CashFlow
- All unpaid bills and invoices from Key CashFlow sync to Xero as Awaiting Payment
- $0 bills will sync from Key CashFlow to Xero as Paid
- AR payments in Key CashFlow will only sync to Xero if applied to an invoice; overpayments/unapplied payments won't sync to Xero
- When initially creating locations and departments, those will sync from Xero to Key CashFlow and/or Key CashFlow to Xero. Updates to these items will sync between both systems. Deletions made to these items, however, won't sync in either direction, they must be deleted manually in both systems.
- If using approvals in Xero, once a bill is approved in Xero it can't be deleted, it can only be voided. Voiding an approved bill in Xero won't sync to Key CashFlow. The bill will need to be manually deleted in Key CashFlow.
Account Setup View all
Making Payments View all
Get Paid (Receivables) View all
QuickBooks Online View all
QuickBooks for Windows View all
NetSuite / Intacct View Intacct View NetSuite