Integrate Quick Base with Xero

Appy Pie Connect allows you to automate multiple workflows between Quick Base and Xero

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About Quick Base

Quickbase provides a no-code operational agility platform that enables organizations to improve operations through real-time insights and automation across complex processes and disparate systems.

About Xero

Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.

Xero Integrations
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Best Quick Base and Xero Integrations

  • Quick Base Integration Xero Integration

    Paypal + Xero

    Create a Xero invoice for every PayPal sale Read More...
    Close
    When this happens...
    Quick Base Integration Successful Sale
     
    Then do this...
    Xero Integration Create Sales Invoice

    Connect Xero with PayPal and make your payment tracking process more efficient. Fast, convenient and easy to use, our automation platform allows you to set up this integration without any programming skills. After setting this integration up, Appy Pie Connect will capture every new sale from PayPal and will pass on the information to Xero where an invoice will be automatically created.

    Note: This integration will not create invoices from existing PayPal sales, but will create invoices only for the new orders after this integration has been setup.

    How this PayPal-Xero integration works
    • A new sale is made on PayPal
    • Appy Pie Connect creates a new Xero invoice from the sale
    What You Need
    • A PayPal account
    • A Xero account
  • Quick Base Integration Xero Integration

    Paypal + Xero

    Implement new PayPal sales details to Xero invoices Read More...
    Close
    When this happens...
    Quick Base Integration Successful Sale
     
    Then do this...
    Xero Integration Create Payment
    Set up this PayPal - Xero integration and we will watch your PayPal account for you. Once this integration is live, Appy Pie Connect will capture every new sale from PayPal and will automatically pass on the information to the appropriate invoice on Xero. Set up this Connect and take the repetitive, manual tasks out of accounting work.
    How this PayPal-Xero integration works
    • A new sale is made on PayPal
    • Appy Pie Connect automatically applies the information onto a Xero invoice
    What You Need
    • A PayPal account
    • A Xero account
  • Quick Base Integration Xero Integration

    Zoho Invoice + Xero

    Create Xero invoices for new invoices on Zoho Invoice Read More...
    Close
    When this happens...
    Quick Base Integration New Invoice
     
    Then do this...
    Xero Integration Create Sales Invoice
    Tired of finding and moving new invoices from your Zoho Invoice to Xero? Don’t worry, this integration will help you eliminate all the manual work associated with the process. After setting this integration up, whenever a new invoice is created on Zoho Invoice, Appy Pie Connect will automatically create its counterpart on Xero, keeping all the information together for your future needs.
    How this Zoho Invoice – Xero integration Works
    • A new invoice is created on Zoho Invoice
    • Appy Pie Connect automatically creates corresponding invoice on Xero
    What You Need
    • A Zoho Invoice account
    • A Xero account
  • Quick Base Integration Xero Integration

    Pipedrive + Xero

    Create Xero invoices for Pipedrive deals upon reaching specific stages Read More...
    Close
    When this happens...
    Quick Base Integration Deal Matching Filter
     
    Then do this...
    Xero Integration Create Sales Invoice
    Xero is one of the most effective accounting software that make your accounting process easy, efficient, and accurate. When you connect Xero with Pipedrive you add efficiency to the entire process. Once you’ve set up this Pipedrive-Xero integration, every time a deal reaches a specific stage on Pipedrive, Appy Pie Connect will copy that information on to Xero, creating a new invoice for the matching customer with all the details you need.
    How this integration Works
    • A new deal is moved to a specific stage on a Pipedrive pipeline
    • Appy Pie Connect automatically creates a new invoice on Xero
    What You Need
    • A Pipedrive account
    • A Xero account
  • Quick Base Integration Xero Integration

    Shift4Shop (formerly 3dcart) + Xero

    Create invoices for new 3dCart orders in Xero Read More...
    Close
    When this happens...
    Quick Base Integration New Order
     
    Then do this...
    Xero Integration Create Sales Invoice
    Forget tedious invoice and order management, just connect your 3dCart account with Xero and everything will be done automatically. After you've set it up, whenever a new order occurs in 3dcart, a corresponding Xero invoice will be automatically created for you. All you have to do is sit back and enjoy the incoming orders! This integration automatically matches the products with your existing line items and creates a new invoice with the correct item, amount, tax rate, and other data.
    How This Integration Works
    • A customer places a new order on your 3dcart store
    • Appy Pie Connect creates a new invoice on Xero
    What You Need
    • 3dcart account
    • Xero account
  • Quick Base Integration {{item.actionAppName}} Integration

    Quick Base + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Quick Base + Xero in easier way

It's easy to connect Quick Base + Xero without coding knowledge. Start creating your own business flow.

    Triggers
  • New Record

    Triggers when a new record is created.

  • New Bill

    Triggered when you add a new bill. (Accounts Payable)

  • New Contact

    Triggered when you add a new contact.

  • New Payment

    Triggered when you receive a new payment.

  • New Quote

    Triggered when a new quote is created.

  • New Sales Invoice

    Triggered when you add a new sales invoice. (Accounts Receivable)

    Actions
  • Create Record

    Creates a new record in a Quick Base table.

  • Delete Record

    Deletes a record in a Quick Base table.

  • Find or Create Record

    Finds an existing record if exist otherwise creates a new record.

  • Update Record

    Updates a record in a Quick Base table.

  • Create Bank Transfer

    Transfers money between two bank accounts.

  • Create Bill

    Creates a new bill (Accounts Payable).

  • Create Credit Note

    Creates a new credit note for a contact.

  • Create New Quote Draft

    Creates a new quote draft.

  • Create Payment

    Applies a payment to an invoice.

  • Create Purchase Order

    Creates a new purchase order for a contact.

  • Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

  • Create/Update Contact

    Creates a new contact or updates a contact if a contact already exists.

  • Create/Update Item (Product)

    Creates a new item or updates a item if a product already exists.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Quick Base & Xero Integrations Work

  1. Step 1: Choose Quick Base as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Xero as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Quick Base to Xero.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Quick Base and Xero

Quick Base?

In 2009, when the company’s founder, Brad Peters, built his first prototype for a database application, he gave it to his father and asked him to use it. A few days later, Peters’ father called to tell him that all of his data had been lost because he had forgotten to save it. This experience led Peters to develop a system that would prevent users from losing their data.

Peters founded the company in 2009 and funded it with his own proceeds from the sale of another company. He began working on the project full-time in 2011. In 2012, Quick Base received backing from Charles River Ventures and in 2013 it raised $15 million in venture funding. The company has also received $20 million in grants from the state of Massachusetts and was named one of “America’s Most Promising Companies” by Forbes magazine. By 2014, Quick Base had more than 120 employees and was operating in 26 countries with over 1,500 customers.

Quick Base began offering cloud databases in 2013. In 2014, the company released its first mobile app, which allows users to log into their Quick Base databases on their smartphones or tablets. The company also launched an app that allows its customers to create surveys and receive real-time results via text message or email. In 2015, the company began offering a platform for developers so businesses could customize their applications for specific needs. Quick Base also announced its partnership with Xero, a New Zealand-based cloud accounting software firm.

www.quickbase.com/

Xero?

Xero is a cloud-based accounting software service developed by New Zealand software firm Xero Limited (formerly known as Slice Software. Xero offers accounting, invoicing and payrpl software to small businesses and their accountants. In February 2015, Xero acquired Invoice2go, a US-based invoicing software company.

The software is available through an annual subscription model and is used by over 5 million small businesses around the world. It is headquartered in New Zealand, but has offices in the United States (San Francisco), Australia (Sydney), Canada (Toronto), the UK (London. and Ireland (Dublin. Other offices are located in France, Singapore, Hong Kong and Japan.

Xero was established in 2006 by Rod Drury and Natalie Bunkle, formerly of Intuit New Zealand, using seed capital from friends and family after they were unable to convince Intuit to acquire their financial software product idea. The first version of Xero was developed using Microsoft Excel. The first commercially available product was offered in December 2007 on a website hosted by Digital Pacific. The company was named #18 in the 2010 Deloitte Technpogy Fast 50 awards in New Zealand and was publicly listed in June 2011 on the Australian Securities Exchange as XERO Limited (ASX. XRO. In December 2013, Xero acquired San Francisco start-up Invoice2Go, a cloud based invoicing spution for small businesses who invoice their customers via email or online payment services like PayPal.

www.xero.com/about/history/

The process to integrate Quick Base and Xero may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.