Integrations
Connect Sorted to Xero, QuickBooks Online, or FreeAgent to push invoices to your accounting software.
Integrations
Sorted sends invoices to your accounting software so your books stay up to date. Connect to Xero, QuickBooks Online, and/or FreeAgent — all three can be connected at the same time.
Integrations are a Pro feature. Free users can see the Integrations option in Settings but need to upgrade to connect.
How integrations work
All three integrations follow the same pattern:
| Step | What happens |
|---|---|
| Connect | Go to Settings → Integrations, tap the integration, and sign in via OAuth. No passwords are stored in Sorted. |
| Send | From an invoice, tap Send to [Integration]. Sorted creates the invoice in the accounting app and stores the link. |
| Status | When you open a sent invoice, Sorted checks the accounting app and shows Paid, Outstanding (with amount due), or Voided/Deleted. |
| Re-send | If you void or delete the invoice in the accounting app, Sorted shows Re-send. This creates a new invoice there and updates the link. |
Important: Sorted uses one-way push — we send invoices to your accounting software and check payment status. We don't pull invoices back or modify existing ones. The UI says "Last sent" — not "synced".
No duplicates
Once an invoice has been sent to an integration, the Send button is hidden. You cannot accidentally create duplicates. To send again, you must first void or delete the invoice in the accounting app, then use Re-send in Sorted.
Paid status refresh
When you mark an invoice as paid in your accounting software, opening that invoice in Sorted will automatically update its status. This is checked:
- When you open the Invoices list
- When you open an individual invoice
- When you open an instruction notice that has linked invoices
To avoid excessive API calls, status is refreshed at most once every 15 minutes.
Xero
Connecting Xero
- Go to Settings → Integrations
- Tap Xero
- Tap Connect and sign in with your Xero account
- Authorise Sorted and you'll be returned to the app
Xero uses OAuth with PKCE — no client secret is sent from the app.
Sending invoices to Xero
- From an invoice: Open the invoice → tap Send to Xero
- From the invoice list: Swipe left → Send to Xero (only shown when not already sent)
- From Files: Swipe on an invoice PDF → Send to Xero
After sending, the invoice shows View in Xero in the Integration section with the Xero logo. Tap to open the invoice in Xero.
What gets sent to Xero
| Sorted | Xero |
|---|---|
| Invoice (lines, dates, reference) | Invoice (status: AUTHORISED) |
| Customer name, address, email, phone | Contact (found by name or created; updated if found) |
| VAT (when on, at your configured rate) | Tax type OUTPUT2 (UK standard rate VAT) |
| Discount | Line-level DiscountAmount (£) |
| Deep link | Reference field contains sorted://invoice/{id} |
Export for Xero (CSV)
When Xero is connected, Files → Export offers Export for Xero. This generates a UK-formatted CSV file you can import in Xero (Business → Invoices → Import). The CSV uses UK date format (dd/MM/yyyy), GBP currency, AccountCode 200, and appropriate tax types.
QuickBooks Online
Connecting QuickBooks Online
- Go to Settings → Integrations
- Tap QuickBooks Online
- Tap Connect and sign in with your Intuit credentials
- Select your QuickBooks company and complete the connection
Sending invoices to QuickBooks
- From an invoice: Open the invoice → tap Send to QuickBooks
- From the invoice list: Swipe left → Send to QuickBooks (only shown when not already sent)
After sending, the invoice shows View in QuickBooks in the Integration section with the QuickBooks logo. Tap to open the invoice in QuickBooks.
What gets sent to QuickBooks
| Sorted | QuickBooks Online |
|---|---|
| Invoice (lines, dates, reference) | Invoice |
| Customer name, address, email, phone | Customer (found by name or created; updated if found) |
| VAT (when on) | Sales tax — TaxCodeRef TAX |
| Discount | Separate DiscountLineDetail line (£ amount, not %) |
| Deep link | Private note contains sorted://invoice/{id} |
Export for QuickBooks (CSV)
When QuickBooks is connected, Files → Export offers Export for QuickBooks. This generates a CSV you can upload in QuickBooks (Settings → Import Data → Invoices). Maximum 100 invoices per export.
FreeAgent
Connecting FreeAgent
- Go to Settings → Integrations
- Tap FreeAgent
- Tap Connect FreeAgent and sign in
- Authorise access and return to Sorted
FreeAgent uses OAuth 2.0 (authorization code flow with Client ID and Secret).
Sending invoices to FreeAgent
- From an invoice: Open the invoice → tap Send to FreeAgent
- From the invoice list: Swipe left → Send to FreeAgent (only shown when not already sent)
- From Files: Swipe on an invoice PDF → Send to FreeAgent
After sending, the invoice shows View in FreeAgent in the Integration section with the FreeAgent logo (in FreeAgent blue). Tap to open the invoice in FreeAgent.
What gets sent to FreeAgent
| Sorted | FreeAgent |
|---|---|
| Invoice (lines, dates, reference) | Invoice (status: Draft) |
| Customer name | Contact (found by name or created) |
| VAT (when on, at your configured rate) | sales_tax_rate on line items |
| Discount | Separate line with negative price, item_type "Discount" |
| Deep link | Notes contain sorted://invoice/{id} |
Export for FreeAgent (CSV)
When FreeAgent is connected, Files → Export offers Export for FreeAgent. This generates a generic CSV for your records. Direct sync is via Send to FreeAgent only.
Disconnecting an integration
Go to Settings → Integrations, tap the integration, then use Disconnect. Existing invoices in your accounting software are not deleted — Sorted simply stops checking status for new actions.
Independence of integrations
You can connect all three integrations at the same time. Each integration uses its own separate authentication tokens and settings. Connecting or disconnecting one integration has no effect on the others.