Quickbooks and Xero

DesignerLogic pushes proposals, invoices, and purchase orders into leading accounting software like Quickbooks and Xero.

This ensures the best of both worlds: stellar project management and all financial data consolidated in a single, trusted accounting application.

Transactions and reports: integrated within your projects, enhancing project management
Export file creation: csv (Excel) files formatted for direct import into Quickbooks and Xero
Controlled push to accounting: decide exactly what transactions to import to Quickbooks or Xero, and when, with a file for an archival log

Accounting Options	Pros	Cons
built-in accounting	seemingly easy all under one roof	– your accountant will have to work in an obscure program – lacking rigorous accounting standards – never has full accounting functionality – makes project management awkward for designers
auto-sync with quickbooks	seemingly easy set it and forget it	– you don’t know what it’s doing to your books – lots of problems and adjustments – requires constant monitoring – reports of having to file tax extensions not uncommon due to sync errors
export and push to Quickbooks and Xero: DesignerLogic	– full control over data pushed, and when – no surprises or bugs in your books at tax time – formatted export files puts data where it’s supposed to go – no double-entry	seemingly an extra step but actually simple after initial setup

Next feature

Save time with access to 8000+ suppliers and build a custom supplier list, each with a dashboard for purchase orders, tracking, and assigned tasks.

Try our 30 Day Free Trial with no strings attached. If you still have questions, feel free to contact us and we’ll be happy to address them.