Accounting Sync
Xero, QuickBooks or Sage — the books keep themselves
The job's swept, the customer's paid, the certificate's sent — and then there's the evening where it all gets typed into the accounts. That last part shouldn't exist. Connect your accounting package once, and every paid job posts itself into your books as a proper, itemised sales invoice — however the customer paid.
What happens when a job is paid
- A full invoice, not a one-liner — the sales invoice carries every line the customer saw: the service, add-ons, extra chimneys, and any work your technician added at the door. It reconciles to the booking total to the penny.
- Marked paid, in the right place — the payment is applied against the account you chose for that payment method: your bank account for cards and transfers, a cash account for cash jobs.
- Unpaid jobs aren't forgotten — a completed pay-on-completion job raises its invoice straight away, so the money owed shows in your books; the payment is matched the moment it's recorded.
- Refunds become credit notes — a fully refunded booking raises a credit note automatically, so the books stay right without a journal entry in sight.
- VAT handled properly — VAT-registered businesses get VAT-inclusive invoices at their configured rate. (And remember: our 2% is charged on the net, ex-VAT amount.)
Set up once, in minutes
From Integrations in the admin panel: pick Xero, QuickBooks or Sage, sign in to your package and approve the connection. Then a one-time mapping tells We Sweep where entries should land — your sales account (for QuickBooks, a service item), a payment account for each payment method you accept, your VAT rates, and an invoice number prefix so We Sweep invoices are easy to spot. Everything's picked from dropdowns filled with your own accounts; nothing to type.
After that there's nothing to run and nothing to remember. A sync activity panel shows recent invoices and payments, failures retry automatically with a manual retry button if you want it — and a sync problem never stops you taking a payment.
Included in the 2% — not an add-on
Accounting sync is part of the same 2% per booking that covers the bookings, the routing, the certificates and the payments. No monthly fee, no tiers — see the pricing page for the whole model.
Frequently asked questions
Which accounting packages does We Sweep sync with?
Xero, QuickBooks Online and Sage Accounting. You connect from the Integrations page in the admin panel: pick your package, sign in to it and approve the connection, then complete a one-time mapping so entries land in the right place in your books.
What exactly gets synced?
When a job is paid — by card, cash or bank transfer — a sales invoice is created in your package with the full line items (service, add-ons, extra chimneys, and any work added at the door) and marked paid against the account you chose. Completed jobs still awaiting payment raise the invoice straight away, with the payment matched when the money is recorded. Full refunds become credit notes automatically.
How is VAT handled?
If your business is VAT-registered, invoices are created VAT-inclusive at your configured rate, using the tax rates you pick during setup — so what lands in your books matches what the customer actually paid, to the penny.
Does accounting sync cost extra?
No. It's included in the standard 2% per booking, the same fee that covers everything else — there's no add-on, no integration tier and no per-invoice charge.
What happens if a sync fails?
It retries automatically, and the Integrations page shows a sync activity panel with recent invoices and payments — anything stuck has a retry button. A sync problem never gets in the way of taking a payment: the money side always comes first, and the books catch up.
What about FreeAgent or other packages?
We Sweep syncs with Xero, QuickBooks Online and Sage Accounting today, and we'd rather say that plainly than promise everything. If you're on FreeAgent or something else, every job is still recorded digitally with the amount, payment method and date — a clean trail your accountant can work from — and we'd genuinely like to hear which package you'd want next.