> For the complete documentation index, see [llms.txt](https://support.aeroquote.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.aeroquote.com/guides/accounting-integration.md).

# Accounting Integration

The accounting integration allows you to:

* **Generate invoices directly from accepted quotes** - No need to manually re-enter quote details
* **Sync customer information** - AeroQuote automatically finds or creates customers in your accounting system
* **Customize invoice details** - Edit invoice line items, dates, and other details before sending
* **Maintain control** - Invoices are only created when you explicitly choose to generate them

AeroQuote currently integrates with:

* **QuickBooks Online** - Popular accounting software for small to medium businesses
* **Xero** - Cloud-based accounting platform used worldwide

{% hint style="info" %}
Only one accounting integration can be active at a time. If you need to switch between QuickBooks and Xero, you'll need to disconnect the current integration first.
{% endhint %}

## How It Works <a href="#using-facilities" id="using-facilities"></a>

### 1. Connect Your Accounting Platform

Navigate to **Settings → Integrations** and connect your QuickBooks or Xero account. This establishes a secure connection between AeroQuote and your accounting system. Follow the setup guides below for your prefered accounting package.

{% content-ref url="/pages/bN0BX2l0VTanB3y5HrtA" %}
[Xero Integration Setup](/guides/accounting-integration/xero-integration-setup.md)
{% endcontent-ref %}

{% content-ref url="/pages/VWrjJ9TbBmkUCL4vO1Q3" %}
[Quickbooks Integration Setup](/guides/accounting-integration/quickbooks-integration-setup.md)
{% endcontent-ref %}

### 2. Accept a Quote (Optional)

When you or your customer accepts a quote in AeroQuote, the quote status changes to "Accepted". This generally indicates it is time to request payment from the customer. <img src="/files/G2Sx90LbyuYC7Z3Yryco" alt="" data-size="line">

### 3. Generate Invoice (When You're Ready)

On the Quote Details page, click the **"Generate Invoice"** button. This creates a **draft invoice** in AeroQuote's database (not yet sent to your accounting system).

<div align="left"><figure><img src="/files/QT8ZGw5JJ1JPrk1vRhzR" alt="" width="375"><figcaption></figcaption></figure></div>

The draft invoice is pre-populated with:

* Customer information from your quote contacts
* Line items from your selected quote options
* Smart descriptions including quote code, aircraft, route, and dates
* Invoice and due dates

<figure><img src="/files/NgY8SXSGZLt6Yi0l506t" alt="" width="563"><figcaption></figcaption></figure>

#### 4. Send to Accounting System

When you're satisfied with the invoice details, click **"Send to QuickBooks"** or **"Send to Xero"**. This creates the draft invoice in your accounting platform.

Once sent:

* Invoice status changes to "Sent"
* External invoice ID and number are stored
* You can view the invoice directly in your accounting system
* A "View in QuickBooks/Xero" button appears with a direct link


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