Connect BuildQS to Xero

Payment applications become draft invoices in Xero with one click. Retention invoices created automatically. No double entry - built by Xero certified advisors.

How It Works

1. Connect - Link BuildQS to Xero with one-click OAuth authorisation. No API keys, no manual setup - just sign in to Xero and grant access.
2. Create - Submit a payment application in BuildQS and it becomes a draft invoice in Xero automatically. Line items sync at summary, phase, or task level.
3. Sync - Track sync status from within BuildQS. See which applications have been exported, approved in Xero, and marked as paid.

What Gets Synced

• Draft invoices - every payment application exported as a Xero draft invoice
• Retention invoices - retention release applications exported automatically
• Client matching - Xero contacts matched by name or created automatically
• Line item modes - export at summary, phase, or task level
• Deposit deductions - advance payment offsets included on the invoice

Built by Xero Certified Advisors

The BuildQS Xero integration was designed by the team at Prevail Accountancy - award-winning Xero certified advisors with over 20 years working exclusively with UK construction subcontractors. Shortlisted for Xero Innovative Partner of the Year 2024.

Related Xero Resources

• Xero Integration Feature - Review the BuildQS feature page for Xero-ready payment application handoff.
• Payment Applications - See the application workflow that produces the approved figures sent to Xero.
• Payment Application Template Generator - Create a simple application summary before moving into a live Xero workflow.
• Retention Management - Track retention balances and release applications before exporting to Xero.

Common Questions

What Xero plans does this work with?

BuildQS integrates with all Xero plans that support the Xero API, including Starter, Standard, and Premium.

Does BuildQS replace Xero?

No - BuildQS handles the construction payment application workflow upstream of accounting. They work together.

What happens to retention in Xero?

Retention release applications are exported to Xero as separate draft invoices with configurable tracking categories.

Is the connection secure?

Yes. BuildQS uses Xero's official OAuth 2.0 flow. Your credentials are never stored by BuildQS.

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See also: Xero Integration feature overview | Pricing from £49/month