# 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="accounting-integration/xero-integration-setup" %}
[xero-integration-setup](https://support.aeroquote.com/guides/accounting-integration/xero-integration-setup)
{% endcontent-ref %}

{% content-ref url="accounting-integration/quickbooks-integration-setup" %}
[quickbooks-integration-setup](https://support.aeroquote.com/guides/accounting-integration/quickbooks-integration-setup)
{% 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="https://1976099843-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLD1RVZulueVu1F6QlVY0%2Fuploads%2FCrkhFl0wGQl5WCOTVue9%2Fimage.png?alt=media&#x26;token=e3329e02-16dd-4c27-9c94-e4b345408a57" 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="https://1976099843-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLD1RVZulueVu1F6QlVY0%2Fuploads%2FtxR2NFIGQ7WKYgv8AiI6%2Fimage.png?alt=media&#x26;token=e4f18e83-3ec6-4b3b-960b-b442a11bbde0" 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="https://1976099843-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLD1RVZulueVu1F6QlVY0%2Fuploads%2FK5UQFYBScWbYHeyBB2rt%2Fimage.png?alt=media&#x26;token=88a56ecc-bf72-4296-9c62-24d325eee51b" 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