Accounting Integrations (Beta) are now available for companies that want to reduce manual accounting data entry while keeping Punchlist as their operational source of truth.
Xero is the first supported provider. With Xero connected, Punchlist can sync customers, items, quotes, and invoices out to Xero so your team spends less time re-entering approved business records.
This is a paid beta feature. Access is requested per provider from your company settings, reviewed by our platform admins, and then connected by a company owner or admin after approval.
What Accounting Integrations do
Accounting Integrations connect Punchlist to an accounting provider so supported records can be sent from Punchlist to that provider.
In v1, the sync direction is outbound only. Punchlist remains the source of truth for your core business records, including customers, services, quotes, and invoices. Your team should keep managing day-to-day work in Punchlist, then let the integration queue supported records for Xero when the company configuration is complete.
What Xero syncs in v1
The first Xero release supports outbound sync for:
- Customers
- Items and services
- Quotes
- Invoices
This is designed for teams that already create quotes and invoices in Punchlist and want the matching accounting records to appear in Xero without retyping them.
What does not sync yet
Payments do not sync to Xero in v1. Payment status and payment records should still be managed in Punchlist according to your existing workflow.
External edits made in Xero are not written back into core Punchlist business records in v1. If a customer, item, quote, or invoice needs to change, update the source record in Punchlist.
Access is approved per provider
Accounting Integrations are controlled because they connect company business data to an external accounting system. Provider access is requested per company and per provider, then reviewed by our platform admins before anyone can connect.
Once access is approved, company owners and admins can connect the provider, save integration settings, and complete the Xero configuration.
Xero configuration values
Some Xero settings need values from your own Xero organisation:
- Sales account code: find this in your Xero chart of accounts.
- Tax types: use the tax settings configured in Xero.
- Item code prefix: choose the prefix Punchlist should use when it generates Xero item codes.
After these settings are saved and the configuration is complete, Punchlist queues supported outbound sync work automatically.
MYOB and QuickBooks
MYOB and QuickBooks support is planned, but they are not available in the beta today. Xero is the first supported provider.
Data, privacy, and security
Accounting Integrations only send the records needed for the connected provider workflow. Access is limited to approved providers, configuration is managed by company owners and admins, and Punchlist keeps the primary business record in your company account.
Because this is a beta, provider availability and supported sync behaviour may change as we expand the feature.
How to get started
Open company settings and request access to Accounting Integrations (Beta) for Xero. After approval, a company owner or admin can connect Xero, add the required configuration values, and let Punchlist queue supported customer, item, quote, and invoice sync automatically.