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Integrations

Select Integrations in the Settings list. This is where you link HiTradies to the other tools you use, so your invoices and schedule flow through automatically instead of being entered twice.

Integrations settings screen

What you can connect

ToolWhat it's for
XeroCloud accounting — invoicing, payments and financial reporting
QuickBooksCloud accounting — invoicing, payments and financial reporting
Google CalendarSync your schedule and add Google Meet links to visits
MYOBComing soon

Connecting a tool

Each tool shows a Connect button (or Manage, once it's linked). Select it and follow the prompts.

Connecting happens on the other tool's own site — you'll be sent to Xero, QuickBooks or Google to sign in and approve the connection, then brought back to HiTradies. You'll need an account with that tool already.

Managing or disconnecting

Once a tool is linked it shows as Connected, with a Manage button. Select Manage to change the connection or disconnect it.

Before you connect accounting software

Connecting Xero or QuickBooks lines your invoices and categories up with your accounting file, so it's worth having your chart of accounts sorted first. If you're not sure how you want things mapped, check with your bookkeeper or accountant before you link them.