Connect Xero once
Use OAuth, then map the revenue account, bank account, and tax rate inside UnitsHQ.
Xero integration
Self storage software with 2-way Xero integration
Connect tenancy billing with your accounting in Xero. Contacts, invoices, payments, and credit notes push into Xero, while payments and key invoice changes reconcile back into UnitsHQ.
Why storage operators care about Xero depth
When your accounting relies on file exports, payments and invoice changes can need checking in both systems. UnitsHQ connects those workflows: payments recorded in Xero can update linked invoices, while reconciliation exceptions remain visible for review.
What syncs between UnitsHQ and Xero
UnitsHQTenancies and billingContacts, invoices, payments, credit notes
Payments entered in Xero, due date and reference changes
XeroYour accounts| Object | UnitsHQ → Xero | Xero → UnitsHQ |
|---|---|---|
| Contacts | Create and update linked Xero contacts | Not the primary flow |
| Invoices | Push authorised AR invoices with line items, due dates, tax, and references | Reconcile selected changes like due dates, references, and safe voids |
| Payments | Push payments recorded in UnitsHQ into Xero | Import payments entered directly in Xero back into UnitsHQ |
| Credit notes | Create and allocate credit notes in Xero, including voids | Handled through invoice balance reconciliation rather than broad pull sync |
| Visibility | Full logs, retries, account mapping, and status | Inbound reconciliation exceptions are logged for review |
How the 2-way sync actually works
Run billing in UnitsHQ
Invoices and credit notes are created from your tenancy workflow, then pushed into Xero automatically.
Payments can start in either system
Payments recorded in UnitsHQ appear in Xero, and payments entered in Xero are pulled back into UnitsHQ.
Conflicts are handled safely
Instead of blindly overwriting financial data, UnitsHQ flags reconciliation exceptions for review.
Deeper than a basic Xero integration
- No CSV export and import workflow for normal operations.
- No one-way-only accounting handoff.
- No silent overwrite when someone changes financial data in Xero.
- No guessing what synced because every run is logged and retryable.
- No generic accounting story detached from storage operations and tenancy state.
If you want the product walkthrough rather than the commercial overview, go to the Xero integration feature page. Still billing from Xero by hand? Read our guide on invoicing storage tenants in Xero.
Built for self storage operators using Xero
Recurring invoicing
Generate invoices from tenancy periods and keep the accounting side aligned automatically.
Payment tracking
When a payment lands in Xero, the linked invoice and tenancy status in UnitsHQ can catch up too.
Credit handling
Credit notes are not just exported. They can be created, allocated, and tracked against the right invoice.
Month-end control
Operators get the accounting sync they need without giving up operational visibility inside the storage app.
Questions operators ask before switching
Is it really 2-way?
Yes, for the workflows that matter most. UnitsHQ pushes accounting records into Xero and also pulls back Xero payments plus selected invoice changes into UnitsHQ.
What happens if someone edits an invoice in Xero?
Safe changes like due dates and references can reconcile back. Financial edits that would create a conflict are flagged instead of silently overwriting tenancy records.
Can I choose my Xero accounts?
Yes. UnitsHQ lets you map the revenue account, bank account, and tax rate used for the sync.
Is this built for NZ and AU operators?
Yes. The product is built around operators who already use Xero and want less admin, not a heavyweight enterprise stack.
See the sync with your real Xero workflow
Book a demo and we will walk through how contacts, invoices, payments, and reconciliation would work for your facility.