Connect Xero, QuickBooks, or MYOB so invoices flow in and payments flow back
What it is#
DebtOps connects to Xero, QuickBooks, or MYOB and keeps the two in step. Your customers and their unpaid invoices flow into DebtOps automatically, and payments collected through DebtOps are written back to your accounting software. Your accounting system stays the master record.
Why use it#
- No re-keying. Contacts and invoices arrive on their own.
- Chasing is based on current balances, not on a spreadsheet from last week.
- Payments taken through a DebtOps payment link appear in your accounts without you touching them.
- Changes in your accounting software reach DebtOps quickly, not only at the next overnight run.
Who uses it#
A customer admin connects the integration once. After that it runs on its own and anyone with portal access sees the results.
How it works for you#
Connect. Go to Integrations, choose your accounting software, and click Connect. You are sent to your provider to sign in and approve access, then returned to DebtOps.
Choose what syncs. After connecting, pick which accounts to include and the date range to cover. Narrow this if you only want recent debt chased.
The first sync. DebtOps pulls your contacts, invoices, and payments. A large history takes a while and runs in the background - you can leave the page. The integration page shows progress.
Ongoing. A full sync runs daily. On top of that, your provider notifies DebtOps when something changes, so a payment recorded in Xero usually clears in DebtOps within minutes rather than overnight.
Sync now. Need it immediately? Click Sync now on the integration page.
Payments flow back. When someone pays through a DebtOps payment link, the payment is written back against the matching invoice in your accounting software. No double entry, no month-end reconciliation of DebtOps against your books.
Check status. The integration page shows the last sync, what it covered, and anything skipped with the reason. Warnings can be dismissed once handled.
Disconnect. Click Disconnect on the integration. Data already in DebtOps stays; nothing further is pulled or pushed.
Troubleshooting#
A payment I recorded in Xero still shows as owing. Wait a few minutes for the change to reach DebtOps, or click Sync now. If it persists, check the invoice is inside the date range and accounts your sync covers.
Some contacts did not come across. DebtOps imports contacts your invoices refer to. Someone with no invoices in the covered range may not appear - widen the range or add them by hand.
The first sync is taking hours. That is normal for a large history. Your provider limits how fast anyone can read data, so DebtOps paces itself and resumes where it left off. It will not lose its place.
"Reconnect required". OAuth access expired or was revoked at the provider. Click Connect again to re-authorise; nothing already imported is lost.
A payment did not reach my accounting software. Open the invoice in DebtOps to see the write-back status. Failures are retried automatically for a while; if one is still stuck, contact support with the invoice number.