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Quickbooks, Xero and Spiro
Todd Kivimaki avatar
Written by Todd Kivimaki
Updated over 6 months ago

Understanding the Integration of Spiro with QuickBooks & Xero

  1. Explanation of Invoicing in Spiro

    • Spiro handles invoices effectively within the system.

    • Unpaid and paid invoices can be managed and tracked within Spiro.

    • Clients can also view and manage invoices in their portal.

  2. Why Native Integration with QuickBooks/Xero is Not Necessary

    • Spiro covers all invoicing needs, reducing the need for duplication in QuickBooks.

    • Recreating invoices in QuickBooks can lead to confusion and errors.

  3. How Revenue is Synced with QuickBooks

    • Revenue is automatically synced with QuickBooks when bank feeds are synchronized.

    • Payments received from clients are categorized as revenue in QuickBooks.

  4. Utilizing Spiro for Financial Metrics

    • Spiro offers a dashboard for tracking metrics and financial data.

    • Metrics like average order value, revenue comparison, new clients, and inactive clients are easily accessible in Spiro.

  5. Managing Business Health with Spiro

    • Spiro is designed to manage large businesses effectively.

    • It provides insights into the health of the business and guides future decisions.

  6. Avoiding Duplicate Work

    • Creating invoices in both Spiro and QuickBooks is unnecessary duplication.

    • All necessary financial information can be obtained from Spiro.

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