Make reconciliation a breeze with NewBook and Xero

NewBook’s integration with Xero allows you to automatically send important financial data, such as payments, refunds and GL codes to your Xero subscription, making it quick and easy to reconcile your daily transactions. Daily transaction exports make it easy to stay on top of your finances and faster reconciliation gives you more time to spend on other areas of your business.

Streamline your accounting in 3 easy steps

Set up

Set up your GL Accounts in NewBook and Chart of Accounts in Xero

 

Export

Automatically export your data to Xero each night

 

Reconcile

Reconcile your transactions accurately and with confidence

 

How to connect NewBook & Xero

Login to NewBook and go to ‘3rd Party Integrations’. For more information on this integration, please visit our Knowledge Base article.

 

About Xero

Xero is world-leading online accounting software built for small business.

  • Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
  • Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims – from anywhere.
  • Get paid faster with online invoicing. Send online invoices to your customers – and get updated when they’re opened.
  • Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.

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