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RestoreAssist

Connect Xero to push invoices

4 min read
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The Xero integration pushes invoices from RestoreAssist into your Xero organisation. A background job picks up invoices that are past draft about once an hour, and you can push one straight away from the invoice menu. Xero outages do not block your work in RestoreAssist.

Before you start

You need:

  • A Xero organisation you're an admin of
  • An active RestoreAssist subscription and the Online Bookkeeping Connection add-on
  • The ABN on your RestoreAssist account matching the ABN on your Xero org

Open the integrations page

Go to /dashboard/integrations. Click Connect on the Xero card.

The /dashboard/integrations page showing the Xero connect card
The Xero card on the integrations page.

OAuth into Xero

RestoreAssist redirects you to Xero's OAuth consent screen. Xero asks you to pick which organisation to connect (if you have more than one) and confirm the scopes:

  • accounting.transactions — create draft invoices
  • accounting.contacts — match customers
  • accounting.settings.read — read tax rates and accounts

Approve the consent and Xero bounces you back to /dashboard/integrations with a green Connected badge on the Xero card.

Configure defaults

After connecting, RestoreAssist asks you to pick:

  • Default sales account — usually 200 Sales
  • GST tax rate — GST on Income (10%), matching Australian Tax Office rules
  • Default contact group — optional, helps with reporting
The Xero defaults form showing sales account and tax rate pickers
These defaults apply to every invoice pushed to Xero; you can override per-invoice.

Test the sync

Open an invoice and choose Sync from its menu. The invoice appears in Xero under Business → Invoices. Customer name, line items, GST, and total amount come from the RestoreAssist invoice.

Troubleshooting

  • Sync paused banner — Xero rate-limited us; the dead-letter queue retries automatically with backoff
  • Invoice missing in Xero — check /dashboard/integrations/sync-errors for the specific failure
  • Wrong tax rate applied — re-check your default GST rate; existing drafts won't update retroactively
  • Disconnect — click Disconnect on the Xero card. Past synced invoices stay in Xero; new invoices stop syncing until you reconnect.