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Payments Sync from Xero, QuickBooks, Exact or Visma E-conomic
Payments Sync from Xero, QuickBooks, Exact or Visma E-conomic

Receive information about payments recorded in your accounting tool.

Stjepan Šandor avatar
Written by Stjepan Šandor
Updated this week

If you've integrated your Productive account with Xero, QuickBooks, Exact, or E-conomic, you can enable the payments sync with Productive. In other words, when you mark an invoice as paid in any of those accounting tools, that status will reflect in Productive as well.

This also applies to partial payments or payments in tranches for Xero, QuickBooks, and Exact, but partial payments will not be recorded for E-conomic.

Any payment edits or deletions made in these accounting tools will also be mirrored in Productive.

Note that the sync is 1-way (Xero, QuickBooks, Exact, E-conomic Productive), meaning that if an invoice is marked as paid in Productive, this change will not be taken into account in Xero, QuickBooks, Exact, or E-conomic.

Payments Sync Setup: Using Xero as an Example

To activate the payment sync feature, follow these steps:

  1. Navigate to Settings > App marketplace

  2. Choose your accounting tool (in this case, Xero)

  3. Click on the "Connect App" button

  4. Log in to your Xero account

  5. Grant permission to connect Productive to Xero

  6. Set the Synchronize payments from Xero to Productive switch to "On"

  7. Hit "Next" and your sync will be all set up 🚀

Payments Sync Requirements

Here's what you need to know about the payments sync:

  • Payments are only visible for exported invoices.

  • Payments recorded after setting up the sync will appear in Productive; those made before won't be visible.

  • The sync covers payments linked to invoices exported from Productive to Xero, present on both platforms.

  • Payments for the invoices recorded in Xero will reflect in Productive.

Note that the integration doesn't support syncing expenses generated in Productive with Xero, QuickBooks, Exact, E-conomic and vice versa!

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