QuickBooks & Xero Accounting Sync
Eliminate double data entry with perfectly formatted CSV exports for QuickBooks and Xero.
The Problem: Reconciling your bank account at the end of the month shouldn't require paying a bookkeeper to manually type every invoice from your dispatch software into your accounting software. Double data entry is a massive waste of money, and it inevitably introduces typos that ruin your financial reporting.
How It Works
Opsler bridges the gap between field operations and accounting with a clean, reviewable export process that keeps your books pristine.
- Step 1: Complete Work in Opsler — Your technicians and office staff build invoices, apply taxes, and collect payments directly within Opsler. Opsler tracks every penny.
- Step 2: Select Your Software — Navigate to the Accounting Export dashboard and select your target software: QuickBooks, Xero, or a Generic CSV format.
- Step 3: Filter & Preview — Select your date range and invoice status (e.g., 'Paid Only'). Opsler instantly shows a preview of how many invoices and payments are ready for export.
- Step 4: Download & Import — Click export to download perfectly formatted CSV files. We even provide step-by-step import instructions right on the screen for your specific accounting tool.
Who Uses It & Business Impact
Turn hours of tedious data entry into a 5-minute task.
- For Bookkeepers & Office Staff — Bookkeepers no longer have to manually cross-reference paper invoices. They get a clean batch of data that imports flawlessly, saving them hours of frustrating work.
- For Business Owners — Owners save thousands of dollars a year on administrative payroll and CPA fees. More importantly, your P&L statements are perfectly accurate and always up to date.
Frequently Asked Questions
Opsler utilizes a highly robust, plan-gated CSV export system specifically formatted for QuickBooks and Xero. We found that direct API integrations often overwrite historical data and create messy ledgers. The CSV approach gives your bookkeeper an exact, reviewable batch of transactions to import.
Yes. Before downloading, you can filter the export by a specific date range (e.g., 'this month' or 'last week') and by invoice status (All, Paid Only, or Unpaid Only).
The export handles both invoices and payments. You can download them as two separate, perfectly formatted files (`invoices.csv` and `payments.csv`), ensuring that partial payments map correctly to their parent invoices in your accounting software.
Yes. For Xero exports, Opsler allows you to configure your specific 'Sales Account Code' and 'Bank Account Code' in our settings module. These codes are injected into the export so Xero knows exactly where to route the funds.
Related Features
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