# Integrations

Connect BasedInbox with your accounting software to streamline your bookkeeping workflow.

# Supported Integrations

# Xero

Xero is our primary integration partner, offering full two-way sync:

Features:

• Auto-create expenses in Xero
• Sync chart of accounts
• Map categories to Xero accounts
• Attach receipts to transactions
• Real-time sync

# QuickBooks Online

QuickBooks integration provides seamless expense tracking:

Features:

• Push expenses to QuickBooks
• Import vendor list
• Category mapping
• Receipt attachment
• Scheduled sync

# Setting Up Xero

# Step 1: Connect Your Account

1. Go to Settings > Integrations
2. Click Connect Xero
3. Sign in to your Xero account
4. Authorize BasedInbox to access your data
5. Select your Xero organization

# Step 2: Map Categories

After connecting, map your BasedInbox categories to Xero accounts:

BasedInbox Category	Xero Account
Food & Dining	Entertainment
Transport	Motor Vehicle Expenses
Office	Office Expenses
Travel	Travel Expenses

# Step 3: Configure Sync

Choose your sync preferences:

• Auto-sync — Push expenses automatically
• Manual sync — Review before pushing
• Sync frequency — Real-time, daily, or weekly

# Setting Up QuickBooks

# Step 1: Connect Your Account

1. Go to Settings > Integrations
2. Click Connect QuickBooks
3. Sign in to QuickBooks Online
4. Grant access permissions
5. Select your company

# Step 2: Map Categories

Similar to Xero, map your categories to QuickBooks expense accounts.

# Step 3: Set Preferences

Configure how expenses sync:

• Default expense account
• Vendor matching rules
• Automatic vs manual push

# Syncing Transactions

# Automatic Sync

With auto-sync enabled:

1. New reviewed transactions are queued
2. Every few minutes, they push to your accounting software
3. You'll see a sync status indicator

# Manual Sync

For more control:

1. Go to Transactions
2. Select items to sync
3. Click Sync to Xero/QuickBooks
4. Review before confirming

# Sync Status

Track the status of each transaction:

Status	Meaning
⏳ Pending	Waiting to sync
✅ Synced	Successfully pushed
⚠️ Warning	Synced with issues
❌ Failed	Sync failed

# Troubleshooting

# "Connection expired"

OAuth tokens expire periodically. To fix:

1. Go to Settings > Integrations
2. Click Reconnect next to the integration
3. Re-authorize access

# "Category not mapped"

Some transactions can't sync without a mapped category:

1. Check the error message for details
2. Map the missing category in Settings
3. Retry the sync

# "Duplicate detected"

If the same transaction exists in your accounting software:

1. Review both versions
2. Choose to skip or replace
3. Consider adjusting sync rules

# Security

Your integration security is our priority:

• OAuth 2.0 — Industry-standard secure authentication
• Limited scope — We only request necessary permissions
• Encrypted tokens — Connection credentials are encrypted
• Revocable access — Disconnect anytime from Settings

# Coming Soon

We're working on additional integrations:

• Wave Accounting
• FreshBooks
• Zoho Books
• Bank feeds (direct connection)

Request an integration at [email protected]