My Accounting Toolbox
Connect Autotask with Xero in minutes and completely automate your invoices, purchase orders and payments from Autotask to Xero. Once set up the task will automatically run based on your billing plan.
My Accounting Toolbox + Xero
Once set up our service automatically, checks to see if you have any new invoices, purchase orders or payments, based on your billing plan. If we find that you have new billing items we will pull them down from Autotask and push them into Xero automatically. Depending on your preference these can be saved as draft or authorised automatically in Xero.
When you set up an account with us we redirect you to Xero’s partner page to authorise Cloud Depot with your company's Xero account. Once authorised Xero redirects you back to Cloud Depot where you enter your Autotask account details to allow us to begin the synchronisation process.