Power features

Xero & QuickBooks

Sync invoices directly to your accounting software. CoPortal supports both Xero and QuickBooks Online — push invoices with one click from the invoice editor.

Note: Both integrations require you to connect your accounting account first via Settings → Integrations. Xero and QuickBooks apps are pending platform approval — availability may vary. Check the integrations page for current status.

Xero

Once connected, a Sync to Xero button appears on any sent or paid invoice. Clicking it:

•Creates or updates the invoice in Xero with all line items, VAT, and client details
•Shows the Xero invoice ID and last synced timestamp on the invoice in CoPortal
•Subsequent syncs update the existing Xero invoice rather than creating a duplicate

The client must exist as a contact in Xero. If they don't, CoPortal creates the contact automatically on the first sync.

QuickBooks Online

Once connected (via OAuth), a Sync to QuickBooks button appears on invoices. The sync process is the same as Xero:

•Invoice is created in QuickBooks with matching line items and totals
•Customer is created in QuickBooks if they don't exist
•The QuickBooks invoice ID and sync timestamp are stored on the CoPortal invoice

QuickBooks sandbox mode is available for testing. Check the QB Sandbox setting in your environment configuration.

What syncs

Invoice numberCarried over as the reference number

Client name & emailMatched to existing contact or created

Line itemsEach item with description, quantity, and unit price

VAT / GSTApplied at the rate set on the CoPortal invoice

Due dateIf set

Invoice statusDraft → Awaiting Payment in accounting software

Important notes

•Sync is one-way — CoPortal pushes to accounting software, not the other way around
•Marking an invoice as paid in CoPortal does not automatically update Xero or QuickBooks — mark it as paid there separately
•Connection tokens can expire. If a sync fails, reconnect the integration from the Integrations settings page
•You can sync the same invoice multiple times — subsequent syncs update the existing record

Connecting your accounting software

Go to Settings → Integrations (or click the Integrations link in the sidebar). Click Connect Xero or Connect QuickBooks and follow the OAuth flow. You'll be redirected back to CoPortal once connected.

Invoices →Payments & Paystack →