Appearance

Accounting integrations ​

Consult integrates with accounting platforms so that invoices created in Consult can be pushed out to the accounting system and their payment status tracked back into Consult.

Xero ​

Xero is connected on Admin Settings > Integrations via OAuth.

  • Push invoices from Consult to Xero as drafts. See Create an invoice.
  • A direct-link button to the invoice in Xero appears after a successful export.
  • Xero sends invoice-status changes back to Consult by webhook. When the invoice is authorised in Xero, Consult marks it as sent. When the invoice is paid in Xero, Consult marks it as paid.

INFO

If the Item and Project columns appear blank on the Xero invoice, add the matching item codes to your Xero account. See the note in Export invoice to Xero.

QuickBooks ​

QuickBooks is connected via OAuth with company selection during setup.

  • Push invoices from Consult to QuickBooks.
  • A preflight check validates the export before sending, checking client mapping, items, and currencies.
  • A webhook receives invoice status changes from QuickBooks and updates Consult accordingly.

See Export invoice to QuickBooks.