Push to QuickBooks, Xero, and Dynamics

Admin+

Accounting exports push the extracted data from an invoice into your bookkeeping ledger. Connecting either accounting integration is an admin or owner action. Once it is connected, anyone with the member role and above can push a document.

What a push creates

A pushed invoice becomes a record in your accounting system.

• QuickBooks Online. The invoice becomes a Bill.
• Xero. The invoice becomes a Bill, created as a draft so you approve it in Xero.
• Dynamics 365 Business Central. The invoice becomes a Purchase Invoice.

The record's total matches the document total, tax included. QuickBooks Online and Xero receive the lines scaled to that total. Business Central receives the amounts before tax and adds VAT from its own setup; when its total differs from the document, the push log shows a warning with both totals so you can check the vendor's VAT setup.

Xero export is available as the Xero add-on at $15 per month, and it is included in the Premium plan and the Firm tier. It needs an active paid subscription, so an organization on the free tier connects Xero only after it picks a plan. QuickBooks Online and Dynamics 365 Business Central are open on every plan.

How a credit note is pushed

A credit note is pushed as the provider's own credit record, so your ledger shows money you are owed rather than a new bill.

• QuickBooks Online. The credit note becomes a Vendor credit.
• Xero. The credit note becomes a Credit note, created as a draft so you approve it in Xero.
• Dynamics 365 Business Central. The credit note becomes a Purchase credit memo.

Amounts are pushed as positive figures, exactly as the supplier printed them. The credit record type carries the sign. Applying the credit to the bill it corrects stays a step you take in your accounting system.

Connect an accounting integration

Push an invoice

Open Documents, open a row menu, and click Push to QuickBooks, Push to Xero, or Push to Dynamics 365. To push several at once, select the invoices and use the matching push button in the batch bar.

Automatic push

New invoices can auto-push as they are captured once the target is turned on, so they reach your ledger without a manual step. A manual push you run by hand does not retry on failure.

A credit note auto-pushes only when the AI is confident the document is a credit note. When it is not, the detail view shows this note, and you push the document by hand after a check:

Not auto-pushed to accounting: low confidence in the document type. Review it and push manually.

If the document type changes after a push was queued, for example after a reprocess, the push stops instead of booking the wrong record. See Export failed for what to do next.

Auto-push to Xero stops if the Xero add-on lapses. Your connection and its saved credentials survive, so re-buying the add-on resumes the target in one click.

Push a document that is already in your ledger

Inbox Ledger remembers the record each push creates, so the same document is not booked twice.

• An automatic push skips a document that already has a record in that provider, for example after you reprocess it.
• A manual push asks first. The Push to QuickBooks again? dialog, or its Xero and Dynamics 365 version, links to the existing record. Push again creates a second record and leaves the existing one unchanged.
• A batch push skips those documents and counts them as already pushed in its summary.

An earlier push can create a record and then fail before it finishes, for example while attaching the PDF. The dialog then tells you the record is incomplete. Delete or finish that record in your accounting system first, then click Push again to create a new one.

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