Xero is a ledger, not a job system
Xero and QuickBooks are excellent at one thing: the books. Bank feeds, reconciliation, tax, the accountant's view. They are not built to know that a move has two addresses, a crew, a truck, a deposit and a day.
When you try to make them do that, the job details end up in the invoice description field and the quote history ends up in your sent mail.
What belongs in the moving software
Everything that happens before the money hits the bank:
- The enquiry, the quote, the accept and the deposit
- The job: addresses, crew, truck, date, notes, inventory
- Move-day progress and the customer's tracking link
- The invoice as it's raised from the job, and the pay link
- Which invoices are outstanding, overdue, paid
What belongs in the ledger
Everything your accountant needs and nothing they don't:
- The invoice as a financial record, with the right tax code
- Payments matched against the bank feed
- Expenses, fuel, wages, insurance
- Tax returns and year end
How the two connect
In AllMoveTeam you raise the invoice from the job. It goes to the customer with a pay link and, if you've connected Xero, the same invoice appears in Xero with the right contact and tax rate. Payment recorded on either side shows on both.
You stop typing invoices twice. Your accountant stops asking which job a payment was for. The moving software knows the job; the ledger knows the money.
- Job done8:40
- Invoice$1,240
- Customer taps Pay
- Your account$420$860$1,240
Customer
Sarah Chen
$1,240
PayPaid
If you're on QuickBooks
Xero is the live connection today. QuickBooks users raise and send invoices from the job the same way, then export the invoice list as CSV for their books. A direct QuickBooks connection is on the roadmap, not live yet. Tax label and currency follow your country either way.
Questions movers ask
Can I just use Xero to run my moving company?
You can, up to a point. Xero won't schedule a crew, quote a move, track a truck or send a customer a pay link at the door. It's the ledger. The job system sits in front of it.
Does connecting Xero mean double entry?
The opposite. The invoice is raised once, from the job, and flows to Xero. Payments update both sides.
Which tax rate does the invoice use?
The one for your country: GST in Australia and New Zealand, VAT in the UK, sales tax in the US. Set once on your company.
Is QuickBooks supported the same way as Xero?
Not yet. Xero has a live connection. QuickBooks is on the roadmap; today you export the invoice list as CSV. Either way the job stays in the moving software and the money in the ledger.
Same thing, your word for it