Accounting Integration

Push invoices to Xero or QuickBooks in one click

CSM connects directly to Xero and QuickBooks Online so every closed Repair Order becomes a proper invoice in your accounting software without any copy-pasting. Labor lines, parts lines, tax, and discounts all come across as separate line items — exactly the way your accountant wants to see them.

Connect one or both providers. Only one is active at a time, so a job is never sent to two systems. If a price changes after the fact, CSM handles the difference automatically — creating a credit note for a refund or a supplemental invoice for an additional charge.

• Connect Xero, QuickBooks Online, or both — switch active provider any time
• Push with one click from the Billing tab or at checkout
• Labor, parts, tax, and discounts pushed as separate line items
• Invoice number saved against the RO as a clickable link back into your accounting app
• Price-change handling: automatic credit notes for refunds, supplemental invoices for add-ons
• Live billing ledger on every RO shows all linked accounting documents at a glance