Keeper has a two-way sync with both QuickBooks and Xero, meaning you can both read and write transactions in Keeper.
Reading data from QuickBooks / Xero to Keeper
Whenever you refresh the page in Keeper, you'll always see the latest transactions from QuickBooks and Xero. So if you've made changes in your accounting software, you'll see those in Keeper as soon as you refresh the page.
Writing data from Keeper to QuickBooks / Xero
Writing data to QuickBooks / Xero happens instantly. As soon as you change a transaction or vendor, the row will change to orange, which means it's in the process of syncing.
Once the sync has completed, the row will change to green, and you'll see a notification that says "Transaction saved!"
You can confirm your change by clicking the transaction's date, which will open that transaction in a new tab in QuickBooks / Xero.
Heads up! If you click the date to open the transaction in QuickBooks, make sure you're logged into the right client file (for example: in the case of this screenshot, DemoCo). |