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
| EquipDash | Xero | When |
|---|---|---|
| Customer | Contact | When a customer is created or updated |
| Booking | Invoice | When a booking is created, confirmed, or updated |
| Payment | Payment | When a payment is recorded (online or offline) |
| Refund | Credit Note | When a refund is processed |
| Voucher Sale | Invoice | When a gift voucher is purchased |
| Security Deposit | Invoice Line Item | When a deposit is captured or charged |
| Booking Cancellation | Voided Invoice | When a booking is cancelled |
| Card fees | Spend money from your Stripe account | When Stripe takes its fee and EquipDash takes its fee |
| Stripe payout | Transfer from your Stripe account to your bank | When Stripe pays you out |
| EquipDash invoice | Bill from EquipDash | When you pay an EquipDash invoice |
| Staff hours | Draft timesheet in Xero Payroll | Every night (Australia, New Zealand and UK) |
How It Works
- Connect your Xero account from Settings > API & Integrations > Integrations.
- Configure which data types to sync and map your Xero accounts and tax rates.
- 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.
- Card fees and payouts -- Stripe's fees and EquipDash fees go in as costs, and each payout matches your bank feed. See Card Fees and Payouts.
- Payroll -- staff hours go to Xero Payroll as drafts for you to approve. See Xero Payroll.
Before You Start
- You need a Xero account with an active organization.
- 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
- Connecting Xero -- step-by-step setup guide
- Configuring Xero -- account mapping, tax mapping, and sync settings
- Card Fees and Payouts -- how card payments, fees and payouts land in Xero
- Xero Payroll -- send staff hours to Xero Payroll
- QuickBooks Online Integration -- if you use QuickBooks instead of Xero