Your JobTek invoices, ready in Xero
Connect the Xero organisation your bookkeeper uses. JobTek exports invoices and credit notes with your accounts and VAT rates, keeps them up to date when they change, and keeps payments in step in both directions.
Clean invoices in Xero, with nothing retyped
If your bookkeeper lives in Xero, JobTek is the perfect partner. Each invoice arrives with your mappings, and payments stay in step both ways, so the office and the accounts always agree on who has paid.
Everything your bookkeeper needs in Xero
Invoices, credit notes and payments, mapped to the accounts you choose.
Invoices and credit notes
Exported as soon as they are finalised or sent, with the customer and every line mapped to your Xero accounts and VAT rates.
Updates after export
Change an exported invoice in JobTek and the Xero invoice is updated to match.
Payments both ways
JobTek payments go to Xero, and payments recorded in Xero come back to the JobTek invoice automatically.
Multiple organisations
If your login sees several Xero organisations, choose the one JobTek should use.
Set up in three steps
- 1Approve
An administrator signs in to Xero from JobTek and approves the connection.
- 2Map
Choose the sales accounts, VAT rates and payment accounts JobTek should use, with deposits in a liability account if you like.
- 3Send
Send your first invoice and see it in Xero, complete with customer, lines and VAT.
Questions bookkeepers ask about Xero
Do payments recorded in Xero come back to JobTek?
Yes. Payments are exported from JobTek and imported from Xero on a regular schedule, so both sides show the same balance.
When does an invoice go across?
As soon as it's finalised or sent in JobTek. JobTek keeps the Xero reference, so later changes update the same invoice.
How do we see what's been sent?
Every export is logged in JobTek's sync history, with clear detail on each one.
Which plan includes the Xero connection?
JobTek Professional, along with every other accounting connection.