Xero integration for UK trades
We sync invoices and payments both ways with Xero, so a job invoiced on site appears in Xero and a payment recorded in Xero appears against the job, with no double entry. Our plans start at £10.99 a month plus VAT, and Xero sync is included with PRO from £19.99 a month plus VAT.
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Raise the invoice while you are still at the job. We send it to Xero without making you type the customer, total and tax treatment again. When your customer pays and the payment is recorded in Xero, we bring that status back to the job. Your engineer sees what has been paid. Your accountant sees the same figures.
The link is built for gas, heating, electrical, plumbing, oil and refrigeration businesses that want field work and accounts to agree. Use Checker for the job, customer record, quote and invoice. Keep Xero as the accounts package your bookkeeper already knows.
The sync at a glance
Invoices, payments, customer details, edits, VAT codes and CIS information move with the work they belong to. The useful bit is not a one-off export. Checker and Xero keep invoices and payments in step in both directions.
| Checker to Xero | Xero to Checker |
|---|---|
| Invoices: invoices raised in Checker appear in Xero. | Invoices: invoices recorded in Xero appear against the job in Checker. |
| Payments: payments recorded in Checker update Xero. | Payments: payments recorded in Xero update the Checker job. |
| Customers: customer details used for the invoice move into Xero. | Customers: existing customer records are matched when work comes back. |
| Edits: invoice changes made in Checker update Xero. | Edits: invoice changes made in Xero update Checker. |
| VAT codes: 20%, 5%, 0% and exempt codes move with the invoice. | VAT codes: the same supported codes come back with the invoice. |
| CIS: CIS and domestic reverse charge treatment moves with the invoice. | CIS: CIS and domestic reverse charge changes return with the invoice. |
QuickBooks and Sage are also supported by Checker. This page covers the Xero integration only.
Both ways
Raise or edit an invoice in Checker and Xero receives it. Record the invoice or change in Xero and Checker reflects it. Payments work the same way. That means the person on the tools and the person doing the books can each work in the system that suits them.
There is no end-of-day export to remember. You do not need a second spreadsheet to tell you which side is current. For the wider accounts setup, see Checker accountancy integrations.
Tax treatment
Checker supports the VAT codes trade businesses use: 20%, 5%, 0% and exempt. Pick the right code when you raise the invoice and it moves with that invoice into Xero. CIS and domestic reverse charge treatment also travels with the invoice, so your accountant receives the coded work instead of a bare total.
Checker keeps the field record and invoice together. Xero remains the place where you and your accountant manage the books and make any required submissions. You stay in control of the tax treatment you choose.
Customer records
Checker matches existing customer records as part of the sync. When an invoice moves between the two systems, the customer information stays attached to it. That keeps the job history useful in Checker and the accounts record useful in Xero.
Clear customer details still matter. Use the same business name and contact details when you set up the connection. Good records make it easier for the systems, your team and your accountant to recognise the same customer.
Before you connect
Your existing invoices do not need to be typed into Checker again just to start using the integration. Connect the systems at a clean point agreed with your accountant, then use the two-way sync for the work you handle from that point.
Before you connect, finish any old reconciliation work in Xero and decide when the new process begins. A clear handover keeps historic accounts separate from current jobs and gives everyone one date to work from.
Fewer loose ends
Your accountant works in Xero as usual. Invoices raised from the van are already there, with the customer and supported tax code. Payments recorded in Xero come back to Checker, so the job record shows what has been paid without a second update.
You still review your figures and resolve anything unusual. The difference is that routine invoices and payments have already moved. Month end becomes a check of the books, not a Sunday spent copying jobs into them.
Plans and pricing
You need an active Xero subscription that suits the accounting work your business does. You pay Xero direct. Checker connects to that account but does not replace it.
The Xero integration is part of Checker’s back office. It is included with PRO at £19.99 a month plus VAT and PRO+ at £25.99 a month plus VAT. LITE costs £10.99 a month plus VAT and covers files and records, but not accountancy sync. All Checker plans include unlimited records and reports, with no charge per report.
There is no contract. Cancel any time. The free trial lasts 30 days, gives you full access and needs no card. Check the current monthly and annual figures on the Checker pricing page.
FAQ
Yes. Invoices and payments sync in both directions between Checker and Xero. Work entered in either system can update the other.
Yes. Customer details move with invoices, and Checker matches existing customer records as part of the sync.
Checker supports 20%, 5%, 0% and exempt VAT codes. CIS and domestic reverse charge treatment can also move with the invoice.
Yes. Your accountant can keep working in Xero. Checker sends the job invoices across and brings invoice and payment updates back.
No. Accountancy sync is included with PRO at £19.99 a month plus VAT and PRO+ at £25.99 a month plus VAT. LITE covers files and records.
Yes. Checker supports QuickBooks and Sage as well as Xero. The both-ways sync covers invoices and payments, and it is Xero only.
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