Overview
Connect Kinabase to Xero or QuickBooks
Kinabase connects to Xero and QuickBooks so your day-to-day records
Accounting integrations are part of the Max plan. The settings page will prompt you to upgrade if your organisation is on a lower plan.
What Accounting Helps You Do
Our accounting integrations are designed to link your Operational and Financial systems enabling an end-to-end workflow and seamless experience. Keeping your accounting & operational systems in sync so you can manage your Contacts, Products, and transactions in one place.
With the Xero and QuickBooks integrations, you can:
Link a record
Link Product or Service records to items in your accounting system. Sales and purchase pricing, tax codes, and ledger codes flow into Kinabase.
Create draft Invoices and Bills directly from a Kinabase record's line items. Track invoicing & bill coverage, and payment status from the record sidebar.
Tax Codes and Chart of Accounts (Ledger Codes) are pulled into Reference data so you can use them on records, in defaults, and on line items.
Choose Your Provider
Only one accounting integration can be active per Kinabase organisation. If you connect a second provider, Kinabase warns you first and then disconnects the existing one automatically.
Connecting Xero
Connect your Xero organisation to Kinabase using OAuth. Multi-organisation Xero accounts are supported - you'll be prompted to choose which organisation to link.
Connecting QuickBooks
Connect your QuickBooks Online company to Kinabase. Customers and Suppliers are handled separately by QuickBooks - Kinabase guides you through choosing the right type.
Configuring collections for accounting
Once connected, choose what each collection represents - Customers & Suppliers, Products & Services, Invoices, or Bills - and map fields between Kinabase and your accounting system.
How Accounting Is Structured
Kinabase uses the same core structure for both providers. Whichever one you connect, you will work with the same building blocks:
People and companies you sell to or buy from. In QuickBooks, these are split into Customers and Suppliers. In Xero, a contact can be both.
Products and Services with sales and purchase pricing, tax codes, and ledger codes.
Transactions created from a record's line items. Status (Draft, Approved, Paid, etc.) and amounts flow back into Kinabase.
Tax Codes and Chart of Accounts (Ledger Codes) are kept in Reference data, automatically populated when you connect.
Manage the Integration
Your accounting integration connections live in Settings → Integrations → Accounting Integration. You must be a System Administrator to connect, disconnect, or change the linked organisation.
From the settings page you can:
- Connect a provider.
- See the Organisation, Connected time, and Last active time.
- Sync Reference Data on demand from the row's three-dot menu.
- Change Organisation (Xero only) without re-authenticating.
- Disconnect the integration. Any data already synced into Kinabase will remain, but reference records (tax codes and ledger codes) are archived.
Plan and Permissions
Connecting your Kinabase to your accounting system helps streamline your day to day activities and align your operations and financial processes.
Ready to get started? Connect Xero or QuickBooks, then follow our guide on configuring collections for accounting.
For more help contact your System Admin or our Support Team.