Supported Integrations
Connect with the accounting software your business already uses
Connect Catertrackr with QuickBooks to automatically create invoices, sync customer data, and streamline your accounting workflow. Eliminate double data entry and reduce billing errors.
Benefits
- Automatic invoice creation when jobs are marked as billed
- Two-way customer synchronisation keeps records up to date
- Accurate cost tracking with labour and parts breakdowns
- Reduce billing cycle time by up to 75%
- Eliminate manual data entry errors
- Real-time sync ensures data consistency
Setup Steps
Connect Your QuickBooks Account
Click the 'Connect to QuickBooks' button in Settings and authorise Catertrackr to access your QuickBooks account securely.
Map Your Customers
Link your Catertrackr customers to existing QuickBooks customers or create new ones automatically during sync.
Configure Invoice Settings
Set up your default invoice terms, tax rates, and line item descriptions for automated invoice creation.
Start Billing
When you mark a job as billed, an invoice is automatically created in QuickBooks with all job details.
Integrate Catertrackr with Xero to create draft invoices automatically, map customers seamlessly, and maintain perfect financial records. Built with OAuth2 for secure, reliable connectivity.
Benefits
- Draft invoice generation for review before sending
- Secure OAuth2 authentication with automatic token refresh
- Customer-to-contact mapping for accurate billing
- Encrypted credential storage for maximum security
- Reduce administrative workload by 60%
- Comprehensive error handling for reliable operation
Setup Steps
Authorise Xero Connection
Navigate to Settings and click 'Connect to Xero'. You'll be redirected to Xero to authorise the connection securely.
Select Your Organisation
If you have multiple Xero organisations, select which one should receive invoices from Catertrackr.
Map Customer Contacts
Link Catertrackr customers to Xero contacts. Unmapped customers will have new contacts created automatically.
Configure Defaults
Set up default account codes, tax rates, and invoice branding to apply to generated invoices.
Why Integrate?
Discover the benefits of connecting your service management with your accounting
Automated Invoicing
Invoices are automatically created in your accounting software when jobs are completed and marked for billing.
Customer Sync
Keep customer records synchronised between systems. New customers are automatically created and updates flow both ways.
Secure Connection
Industry-standard OAuth2 authentication ensures your credentials are never stored. Tokens are encrypted and automatically refreshed.
Save Hours Weekly
Eliminate manual data entry between systems. Reduce administrative workload by up to 60% and focus on growing your business.
Detailed Line Items
Each invoice includes itemised labour hours, parts used, and additional charges with accurate descriptions and pricing.
Accurate Reporting
Financial data stays consistent across platforms, ensuring accurate reporting and simplified tax preparation.