Xero Accounting + SalesBinder Inventory

Run your business with SalesBinder and automatically sync your accounting data in real-time to Xero.

Inventory Software screen

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Works on any computer (Mac or PC) and mobile devices.

Inventory Management + Accounting. A Complete Solution.

Connecting your SalesBinder account with Xero gives you ease of mind, knowing everything in your business is staying in sync – without having to do any manual double data entry. Focus on your sales while having both your inventory properly tracked and your accounting books all balanced.

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Benefits of Connecting Xero with SalesBinder

  • Create an invoice or a purchase order in SalesBinder and it will automatically sync into Xero within seconds, while accurately updating your inventory quantities at the same time
  • Add a customer/supplier or edit an existing one in SalesBinder and those changes will automatically sync into Xero
  • Take advantage of SalesBinder's advanced, yet easy to use inventory management features while having all financial data seamlessly sync into Xero
  • Choose how you'd like your orders synced into Xero, as either Authorized or Drafts
  • Our integrations work together so if your website/app creates an invoice in SalesBinder, it can also automatically be synced into Xero

What is Xero?

Xero is easy to use online accounting software that’s designed specifically for small businesses.

  • It's all online, so you can work when and where you want to. Just login with your PC, Mac or mobile.
  • Your bank statements are automatically imported and categorized, letting you see your cashflow in real-time.
  • Invite your team and work together on financials. You can collaborate over your up-to-date numbers.
  • Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more.

Find out more or try Xero Accounting Software for free.

Connecting Xero to SalesBinder

Connecting to Xero is quick and easy. Simply login to your SalesBinder account, click on "Settings" then click "Manage Integrations". From there simply click on the Xero integration and follow the steps. For more information you can check out the following useful Knowledge Base links:

SalesBinder's Key Features

Inventory Management

Inventory ManagementManage your inventory and check stock levels in real-time. Receive low inventory notifications and generate purchase orders to replenish your stock.

Barcode Scanning

Barcode ScannerScan inventory into your orders, generate barcodes for your documents, search for inventory or documents by scanning barcodes.

Locations and Zones

Locations and ZonesHave multiple warehouses, offices, or retail stores? No problem. Easily track where all your inventory is by organizing everything into locations and zones.

Item Variations

Inventory Item VariationsOrganize inventory items using custom attributes such as size, color, and location. View how many you have globally or at each location.

Customer Accounts

Manage Customer Accounts with CRMWith built-in CRM features you can keep track of all your customer accounts with ease. Add multiple contacts, private notes, and review their purchase history.

Invoices & Estimates

Online Invoicing and EstimatesCreate beautiful, professional invoices & estimates in just a few seconds and then instantly email them as PDF's directly to your customers or prospects.

Purchase Orders

Purchase OrdersWith integrated purchase orders, you can easily replenish your inventory levels by ordering more stock and even track when those new items will arrive.

Financial Reports

Financial ReportsGenerate extremely detailed reports for your inventory, sales and services. Filter your reports by date-range and category to see what's making you the most money.

User Permissions

Custom User PermissionsCustom user permissions allows you to toggle what each of your team members can see and do. Hide things, make things read-only, or hide everyone else's stuff.

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