Will every Xero record post to QuickBooks automatically?

Not always. Within seconds of Xero firing the event, Well scores the record on field completeness, counterparty strength, and policy fit. Above the 85% default auto-link threshold Well forwards the reconciled document to your QuickBooks email-in address and QuickBooks drafts the record from it for you to confirm. Between 55% and 85% the record waits in the review queue with the alternative matches ranked. Below the 55% default review threshold the record is refused and the candidate list kept so you can pin the right entry by hand.

Does Well handle multi-currency records between Xero and QuickBooks?

Xero carries the original transaction currency on every record and QuickBooks natively ledgers in multiple currencies. Well preserves the original amount, applies your QuickBooks chart-of-accounts conversion rules at posting time, and both the source and converted amounts ride on the document Well forwards to QuickBooks, so the QuickBooks entry you post keeps both sides of the trade.

How does Well prevent duplicates when posting Xero records to QuickBooks?

Xero sends each event with a stable resource ID that Well tracks against the QuickBooks ledger. Webhook replays (which Xero can issue for delivery retries) are recognised by ID and either skipped or used to update the existing QuickBooks entry. Distinct records that look similar are caught by Well before posting, with the candidates surfaced in the review queue when confidence is ambiguous.

What happens if a Xero record fails to post to QuickBooks?

When a record fails to post to QuickBooks (validation rule, missing field, transient 5xx), Well retries automatically with backoff. Auth failures short-circuit the retry loop and notify the workspace owner; schema rejections are kept on the integration status page with a one-click retry-after-fix action pointing back at the original Xero record. Nothing silently drops.

What happens if I disconnect Xero or QuickBooks?

Disconnecting Xero stops the flow at the source. Well asks the Xero MCP server to revoke the access token; Xero returns confirmation and stops streaming events the moment it is acknowledged. Anything you already reviewed and posted in QuickBooks is QuickBooks's own record and is untouched; Well never held a write credential to it. Records held for review in Well remain in the queue so you can finish them by hand. Reconnecting later resumes from the last successful sync, not from scratch.

How does Well authenticate with Xero and QuickBooks?

Xero's MCP server handles authorisation directly; Well receives an access token through Dynamic Client Registration and never sees raw user credentials. For the delivery side, Well forwards the reconciled document to your QuickBooks email-in address once it clears the matching threshold; QuickBooks creates the draft record from it and you confirm and post it. Well holds no write credential to QuickBooks. Tokens are encrypted at rest and in transit under TLS 1.3. Xero and QuickBooks together cover multiple regions; Well's storage region is configured per workspace.

Xero to QuickBooks

AvailableNative · XeroNative · QuickBooks

Connect Xero to QuickBooks with Well

Move Xero bills and contacts through Well and into QuickBooks as bills and receipts, with the audit trail kept on every record.

Connect both toolsView all integrations

Xero

Source

The Xero integration connects Well to your accounting platform for bidirectional data flow.

QuickBooks

Target

The QuickBooks connection delivers documents into QuickBooks Online through its @qbodocs.

What is unique

Moving between two general ledgers is the worst kind of accounting migration: both systems model contacts, tax, and bills slightly differently, so a raw CSV export lands in QuickBooks as duplicates and mis-typed tax codes.

Connecting Xero to QuickBooks through Well puts a reconciliation layer between them. Well reads Xero bills and contacts through its MCP server, matches each against any existing QuickBooks record so nothing is double-created, normalises the tax type to a QuickBooks code, and forwards the matched document to QuickBooks' @qbodocs. com email-in. QuickBooks creates the bill or receipt from the PDF; your team confirms in the For Review tab rather than cleaning a botched import.

What Well does between Xero and QuickBooks

One-way: Xero into Well into QuickBooks
Sync mode: Real-time MCP push
Events arrive in seconds

Trigger from Xero

5 events · pick one

Well engine·recipe·When a Xero invoice is read

Source

from upload · live webhook

Orange Business

via Xero

Invoice

When a Xero invoice is read

INV-2026-04-100 · 22 Apr 2026€1,284.00

Extract

6 fields read from Xero

6 fields read

VendorOrange Business
Invoice numberINV-2026-04-100
Issue date22 Apr 2026
Total€1,284.00
Tax€256.80

Enrich

against your historical record graph

5 fields added

Legal entityOrange Business
Tax idFR47380129866
Domainorange.com
Ledger account6262 · Telecom

Confidence97%

<55% refused55–85% review≥85% auto-posts

Post

post as bills and receipts

Create a bill or receipt in QuickBooks

auto-posted

posted

TypeBill
VendorOrange Business
Amount€1,284.00
Ledger6262 · Telecom
Source docattached
Confidence97%

audit linkto QuickBooks

Action in QuickBooks

3 compatible with this trigger

Create a bill or receipt in QuickBooksRoute the record to the For Review tabResolve the vendor from the bill

12 signals and actions across Xero and QuickBooks

When a Xero contact is read
Pulls Xero contacts with name, trading address, and tax number to match against your companies. Forwarded to QuickBooks' @qbodocs.com email-in; QuickBooks creates a bill or receipt with vendor, date, and amount populated.
Trigger·Company
When a Xero bank account is read
Pulls the bank-type accounts from the Xero chart of accounts with currency and account number. Forwarded to QuickBooks' @qbodocs.com email-in; QuickBooks creates a bill or receipt with vendor, date, and amount populated.
Trigger·Account
When a Xero bank transaction is read
Captures spent and received money transactions reconciled in Xero with amount and account code. Forwarded to QuickBooks' @qbodocs.com email-in; QuickBooks creates a bill or receipt with vendor, date, and amount populated.
Trigger·Transaction
When a Xero credit note is read
Captures Xero credit notes with contact, totals, and tax so refunds reconcile against the original invoice. Forwarded to QuickBooks' @qbodocs.com email-in; QuickBooks creates a bill or receipt with vendor, date, and amount populated.
Trigger·Invoice
When a Xero purchase order is read
Pulls Xero purchase orders with supplier, line items, and totals to match against the arriving bill. Forwarded to QuickBooks' @qbodocs.com email-in; QuickBooks creates a bill or receipt with vendor, date, and amount populated.
Trigger·Invoice
When a Xero invoice attachment is read
Picks up the source PDF attached to a Xero invoice as a document. Forwarded to QuickBooks' @qbodocs.com email-in; QuickBooks creates a bill or receipt with vendor, date, and amount populated.
Trigger·Document
When a Xero payment is read
Reads the payment applied to a Xero invoice or bill with method, account, and amount. Forwarded to QuickBooks' @qbodocs.com email-in; QuickBooks creates a bill or receipt with vendor, date, and amount populated.
Trigger·Payment method
When a Xero invoice is read
Pulls Xero sales and purchase invoices with contact, line items, totals, and tax. Forwarded to QuickBooks' @qbodocs.com email-in; QuickBooks creates a bill or receipt with vendor, date, and amount populated.
Trigger·Invoice
Resolve the vendor from the bill
QuickBooks OCR resolves the vendor name from the document. You confirm or merge against an existing vendor on first sight.
Action·Company

Reference

Field mapping for Xero → QuickBooks

16 fields across 3 record types, open to see the full table.

Invoice fields

8 fields flow from Xero into QuickBooks.

Xero field	Label		QuickBooks field	Label
Invoice.Total.total	Total	→	TotalAmt	Total
Invoice.CurrencyCode.currency	Currency	→	CurrencyRef	Currency
Invoice.Date.issue_date	Invoice date	→	TxnDate	Bill date
Invoice.DueDate.due_date	Due date	→	DueDate	Due date
Invoice.InvoiceNumber.invoice_number	Invoice number	→	DocNumber	Doc number
Invoice.TotalTax.tax	Tax total	→	TxnTaxDetail	Tax
Invoice.SubTotal.subtotal	Subtotal	→	Line.Amount	Line subtotal
Invoice.InvoiceID.id	Xero id	→	PrivateNote	Source id

Transaction fields

5 fields flow from Xero into QuickBooks.

Xero field	Label		QuickBooks field	Label
BankTransaction.Total.amount	Amount	→	Amount	Amount
BankTransaction.CurrencyCode.currency	Currency	→	CurrencyRef	Currency
BankTransaction.Date.created	Transaction date	→	TxnDate	Transaction date
BankTransaction.Reference.description	Reference	→	Memo	Memo
BankTransaction.BankTransactionID.transaction_id	Transaction id	→	PrivateNote	Source id

Company fields

3 fields flow from Xero into QuickBooks.

Xero field	Label		QuickBooks field	Label
Contact.Name.name	Contact name	→	DisplayName	Display name
Contact.Website.website	Website	→	WebAddr.URI	Website
Contact.TaxNumber.tax_id	Tax number	→	TaxIdentifier	Tax id

Connect Xero and QuickBooks in three steps.

1
Connect Xero
Click Connect with Xero; Well's OAuth proxy handles Xero authorisation through Dynamic Client Registration. Xero's MCP server registers a read-scoped Well client through DCR; no credential paste, no shared secret.
- AuthOAuth 2.0
2
Map your accounts
Well discovers Xero's bills, contacts, tracking categories, and tax types read over Xero's MCP server and the the QuickBooks For Review inbox. Match candidates are scored on counterparty, amount, date, and reference; above 85% confidence the link posts automatically, below it the candidate set queues for sign-off.
- Auto-post above85% confidence
- Overridemanual anytime
3
Connect QuickBooks
Click Connect with QuickBooks; you approve the connection inside QuickBooks Online and authorise read-only discovery of your existing records so Well can match against them when forwarding documents. Access tokens are exchanged and refreshed automatically before they expire, and the grant is revocable from your QuickBooks Online.
- AuthConnect
- First syncup to an hour

How Xero and QuickBooks stay secure with Well

Well connects to Xero through its MCP server, which issues short-lived access tokens via Dynamic Client Registration. Well never holds a long-lived Xero secret; the server refreshes its own tokens on each session. Well's storage region is configured per workspace regardless of where Xero and QuickBooks host theirs.

MCP server authStorage region per workspaceGDPR-aligned

Scopes Well requestswellapp.ai/v1/mcps/xero/mcp

Read Xero records
Scoped to bills, contacts, tracking categories, and tax types read over Xero's MCP server. No access to anything else in your Xero account.
granted
Deliver documents to your QuickBooks inbox
Well forwards the extracted document to your QuickBooks email-in address; QuickBooks reads bills or receipts via email-in at the @qbodocs.com address, with vendor, date, and amount populated by QuickBooks from it and you review and post. No write credential to QuickBooks is requested.
granted
Modify or delete Xero records
Not granted. Xero is read-only on Well's side; the source of truth never moves.
refused
Read other workspaces' data
Encryption keys are per-workspace; another tenant's records are inaccessible by design.
refused

Disconnect any time from Well settings or Xero’s admin panel.

Frequently asked questions about Xero and QuickBooks on Well

01Will every Xero record post to QuickBooks automatically?: Not always. Within seconds of Xero firing the event, Well scores the record on field completeness, counterparty strength, and policy fit. Above the 85% default auto-link threshold Well forwards the reconciled document to your QuickBooks email-in address and QuickBooks drafts the record from it for you to confirm. Between 55% and 85% the record waits in the review queue with the alternative matches ranked. Below the 55% default review threshold the record is refused and the candidate list kept so you can pin the right entry by hand.
02Does Well handle multi-currency records between Xero and QuickBooks?: Xero carries the original transaction currency on every record and QuickBooks natively ledgers in multiple currencies. Well preserves the original amount, applies your QuickBooks chart-of-accounts conversion rules at posting time, and both the source and converted amounts ride on the document Well forwards to QuickBooks, so the QuickBooks entry you post keeps both sides of the trade.
03How does Well prevent duplicates when posting Xero records to QuickBooks?: Xero sends each event with a stable resource ID that Well tracks against the QuickBooks ledger. Webhook replays (which Xero can issue for delivery retries) are recognised by ID and either skipped or used to update the existing QuickBooks entry. Distinct records that look similar are caught by Well before posting, with the candidates surfaced in the review queue when confidence is ambiguous.
04What happens if a Xero record fails to post to QuickBooks?: When a record fails to post to QuickBooks (validation rule, missing field, transient 5xx), Well retries automatically with backoff. Auth failures short-circuit the retry loop and notify the workspace owner; schema rejections are kept on the integration status page with a one-click retry-after-fix action pointing back at the original Xero record. Nothing silently drops.
05What happens if I disconnect Xero or QuickBooks?: Disconnecting Xero stops the flow at the source. Well asks the Xero MCP server to revoke the access token; Xero returns confirmation and stops streaming events the moment it is acknowledged. Anything you already reviewed and posted in QuickBooks is QuickBooks's own record and is untouched; Well never held a write credential to it. Records held for review in Well remain in the queue so you can finish them by hand. Reconnecting later resumes from the last successful sync, not from scratch.
06How does Well authenticate with Xero and QuickBooks?: Xero's MCP server handles authorisation directly; Well receives an access token through Dynamic Client Registration and never sees raw user credentials. For the delivery side, Well forwards the reconciled document to your QuickBooks email-in address once it clears the matching threshold; QuickBooks creates the draft record from it and you confirm and post it. Well holds no write credential to QuickBooks. Tokens are encrypted at rest and in transit under TLS 1.3. Xero and QuickBooks together cover multiple regions; Well's storage region is configured per workspace.