Dubsado can help your business
Sell products and/or services
- Receive payments
Manage operations
- Manage customer or client contracts
- Manage customer or client queries
- Maintain client contact details
Onboarding Clients
- Engagement agreements
Overview
Dubsado manages your daily business tasks so you can spend time maximizing your profits. You can send contracts and invoices, generate leads, automate your processes, manage bookkeeping, schedule appointments, send and receive emails and so much more; all from one place!
From capturing leads on your website, to automatically following up with a questionnaire based on your customer’s needs, or sending them a proposal that will make them eager to select those big ticket packages, we’ve got you covered.
Dubsado + Xero
With this integration, you'll be able to automatically sync invoices and payments from Dubsado’s robust CRM system to your Xero account. Use Dubsado contracts, appointment schedulers, automated workflows, and other powerful tools along with all of the Xero bookkeeping capabilities to get a complete picture of each client's unique journey and get your time back so you can focus on what you love.
Getting started
When the Dubsado + Xero Integration is released, you will be able to follow these steps to start sending Dubsado invoices and payments over to your Xero account!
- Log in to your Dubsado account or sign up for a free trial, with no time limitations, using the Sign Up with Xero button
- Head to the Integrations page in the Settings menu and click “Connect” on the Xero integration card
- When you click "Connect to Xero" on the next page, you will be asked to log in to your Xero account and then brought back to Dubsado to map your Dubsado data to Xero accounts
- Once you save, you will be set up have you Dubsado Invoice data sync over to Xero automatically
Reviews & ratings
Sort and filter
Most recent reviews
I love Dubsado!
Additional info
Shared data
Functions
CRMInvoicing and jobsIndustries
Professional servicesApp details
Countries
Australia, Canada, Ireland, New Zealand, South Africa, United Kingdom, United StatesLanguages
EnglishSupport
Setup walkthroughContact supporthello@dubsado.comFollow
TwitterFacebookInstagramTry Dubsado for free
You might also like
Bills and expenses, DocumentsHubdoc
3.38 out of 5 stars217Bills and expenses, DocumentsHubdoc is Xero’s data capture tool. Hubdoc and Xero together make bookkeeping seamless – unlocking valuable insights about your business.
Accountant tools, Bills and expensesDext
4.8 out of 5 stars1039Accountant tools, Bills and expensesAutomate your bookkeeping with Dext. Capture receipts, track expenses and mileage, and connect to Xero, 11,500+ apps, banks, and more. Save time, reduce errors, boost efficiency. Free trial!
EcommerceShopify integration by Xero
3.07 out of 5 stars131EcommerceConnect your Shopify store to your Xero account for easy management of your ecommerce business finances. Shopify integration by Xero supports your accounting and reporting needs, but does not provide the detailed sales tax information required for sales tax filing in your region.
