Xero — sync rent + landlord disbursements

What this does

Every time a Payment is recorded in Estate-HQ (whether tenant-claimed, bank-CSV matched, or manually entered), we automatically create a corresponding paid invoice in your Xero organisation. The invoice is dated, named, and tagged with the tenancy reference so it ties back to the property.

This is one-way (Estate-HQ → Xero). We don't read your Xero data back.

Setup (3 minutes)

1. Sign in to Xero as the agency owner. 2. Open Settings → Integrations → Xero in Estate-HQ. 3. Click Connect Xero →. 4. Choose which Xero organisation to connect (most agencies only have one). 5. Approve the scopes: accounting.transactions, accounting.contacts. 6. You'll be redirected back. Status will show Connected with the org name. 7. Hit Test connection to verify.

What gets pushed

Each Payment becomes a Xero Invoice with:

• Type: ACCREC (accounts receivable)
• Contact: the primary tenant's full name
• Amount: the payment amount in GBP
• Reference: EHQ-<first-8-chars-of-payment-id>
• Line item: "Rent — <property title>"
• Account: Sales (200 by default — change in your chart of accounts if needed)
• Status: AUTHORISED + paid in full

Token refresh

Xero access tokens expire every 30 minutes. We refresh them automatically using the long-lived refresh token. As long as you don't disconnect, the integration keeps working forever.

Disconnecting

Click Disconnect. Your Xero tokens are wiped. Future payments stop syncing. Existing Xero invoices are untouched.