Introduction
Integrating Xero accounting with Qargo TMS streamlines your financial operations by enabling seamless invoice and credit note management directly from your transport management system. With this integration, you can automatically send financial documents to Xero, track payment statuses in real-time, and maintain consistency across your accounting workflows. Whether you're managing tax codes, analytical accounting, or payment updates, the setup ensures both systems stay aligned—saving you time and reducing manual errors.
Functionality
The Xero integration allows you to send the invoices & credit notes to the Xero accounting system. We support the following functionality:
Send invoices, credit notes to Xero
Includes analytical accounting support
Includes PDF
Sync back payments status
Prerequisites
Valid Xero subscription
Xero user account that can authorise the Qargo integration
Qargo accounting module should be set up correctly:
Number series should match the ones set up in Xero
Nominal code (accounts) should be registered in Qargo
Tax rates codes should match the tax rate codes in Xero
Dimensions (analytical field) calculation should be defined in Qargo
Setup
‼️ Qargo user role required to make updates: Super Admin
Select Xero (API) as the accounting integration:
The Xero user account should authorise in Qargo by clicking the ‘Authorise API’ button.
After authorisation, Qargo will show the updated status:
Usage
The system is now ready to send invoices
Navigate to an invoice:
Send it using the post to Xero task:
Invoice payments monitored in Xero and synced back to Qargo.
📚 Click HERE to learn how to create TASKS.
Tasks can be set to auto-complete or manually by the user.
FAQ
Can I de-authorise my Xero account in Qargo?
Yes, you can navigate back to the accounting configuration page, and click on the ‘Reset API link status’ page:
