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Xero Integration Growth+This feature requires the Growth+ plan or higher

EquipDash integrates with Xero to keep your accounting up to date automatically. Once connected, bookings, payments, customers, and refunds sync to Xero without any manual data entry.

What Gets Synced​

EquipDashXeroWhen
CustomerContactWhen a customer is created or updated
BookingInvoiceWhen a booking is created, confirmed, or updated
PaymentPaymentWhen a payment is recorded (online or offline)
RefundCredit NoteWhen a refund is processed
Voucher SaleInvoiceWhen a gift voucher is purchased
Security DepositInvoice Line ItemWhen a deposit is captured or charged
Booking CancellationVoided InvoiceWhen a booking is cancelled

How It Works​

  1. Connect your Xero account from Settings > API & Integrations > Integrations.
  2. Configure which data types to sync and map your Xero accounts and tax rates.
  3. EquipDash syncs automatically whenever a booking, payment, customer, or refund event occurs.

All syncing happens in the background. You can continue using EquipDash as normal -- invoices and payments will appear in Xero within a few seconds.

Key Features​

  • Automatic sync -- no manual exports or imports needed.
  • Account mapping -- assign different Xero revenue accounts for rental products, experiences, and store items.
  • Tax mapping -- map your EquipDash tax rules to the correct Xero tax types.
  • Branding themes -- choose which Xero branding theme to use for invoices.
  • Sync logs -- view the status of every sync attempt with error details if something fails.
  • Manual sync -- bulk-sync all customers or bookings at any time.
  • Retry failed syncs -- re-attempt any sync that failed due to a temporary issue.

Before You Start​

  • You need a Xero account with an active organisation.
  • You should have your Xero Chart of Accounts set up (revenue accounts for income, a liability account for deposits if needed).
  • You need the Integrations Manage permission in EquipDash.

Next Steps​