Sync your finances, streamline your workflow
Keep your practice financially aligned with Caspen’s two-way sync with Xero and QuickBooks. Invoices and payments flow across automatically, so there’s less manual data entry and less to reconcile.
Keep your financial records in sync
Invoices, payments and credit notes move between Caspen and Xero or QuickBooks on their own, so nothing gets entered twice.
Finalised invoices land in your books.
When you finalise an invoice, Caspen sends it to Xero or QuickBooks with the client, line items, discounts and tax rates.
Paid in your books, paid in Caspen.
Record a payment against a synced invoice in Xero or QuickBooks and Caspen adds the payment and updates the invoice. Delete it there and Caspen reverses it.
Payments taken in Caspen go across too.
Payments recorded in Caspen, including deposits from online bookings and invoices paid online, are added to your chosen bank account.
See the sync status on every invoice.
Each invoice shows whether it synced, and why if it didn’t. Failed invoices are listed together so you can retry them.
Revert or void, and your books follow.
Revert an invoice to draft or void it in Caspen, and it is voided in Xero or QuickBooks. Finalise it again and the new version is sent.
Syncs with Xero and QuickBooks
The details that keep your books tidy
Small things that make every transaction land where it should.
Open in one click
Jump from any synced invoice or payment in Caspen straight to it in Xero or QuickBooks.
Tax rate matching
Match each Caspen tax to a tax rate in Xero or QuickBooks, so invoices carry the right one.
Default accounts
Choose the revenue account, bank account or QuickBooks items that synced invoices and payments use.
Contacts created for you
The first time a client is invoiced, Caspen adds them as a contact in your accounting software.
Credit notes and refunds
Credit notes sync and are applied to their invoice, and refunds are recorded too.
Discounts carried across
Line item discounts, by amount or percentage, are included in the synced invoice.
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