Products · Accounting Integration
Connect Payments with QuickBooks® and Xero™
An accounting payment integration from Cliq connects supported payment, invoicing, and reconciliation workflows with the accounting software your team already uses — reducing repetitive data entry and keeping eligible transaction records organized.
One Connected Workflow for Payments and Accounting
Available features depend on the accounting platform, edition, processing configuration, merchant agreement, and implementation.
QuickBooks® Payment Integration
Add electronic payment options to eligible invoices and synchronize supported sales, payments, refunds, deposits, and fees. Support differs across QuickBooks® Online, Desktop, and Enterprise.
Xero™ Payment Integration
Let customers access payment options from eligible invoice workflows and transfer supported payment information into connected Xero™ records. Functionality varies by region and subscription.
Transaction Synchronization
Transfer supported payment, refund, fee, and deposit information between connected systems based on the integration configuration.
Reconciliation Support
Use synchronized records to support matching and reconciliation, including payout-to-transaction context.
Invoice Creation & Collection
Create or manage eligible invoices through supported Cliq, QuickBooks®, or Xero™ workflows and let customers pay using enabled card or ACH methods.
Reporting Visibility
Review payment activity, invoice status, and related financial information through available Cliq and accounting-platform reporting.
How It Works
How the Accounting Payment Integration Works
Implementation steps and timing vary by platform, edition, data quality, business structure, configuration, and third-party dependencies.
- ConnectIdentify the platform, edition, invoice workflow, and entities, then authorize the eligible Cliq and accounting-platform connection
- MapSet supported mappings, payment methods, invoice behavior, user access, and synchronization preferences
- SyncCustomers complete eligible payments, and supported activity transfers into the configured accounting workflow
- ReviewConfirm that payments, fees, refunds, deposits, and invoice updates appear as expected, then review unmatched records and exceptions
Automated Reconciliation Support
Reduce the Manual Work Between Payment and Accounting
Reconciliation compares payment activity with invoices, deposits, fees, refunds, and accounting records. Cliq’s supported integrations may help by transferring eligible transaction details into connected workflows:
- Payment amounts, invoice references, customer information, and transaction dates
- Refund activity, processing fees, and deposit or settlement details
- Payment status, mapped accounts and categories, and fee treatment
- Automation can reduce manual effort, but businesses should still review records, exceptions, and accounting treatment
Who It's For
Cliq’s accounting integrations support businesses with recurring accounting workflows across services, subscriptions, field work, retail, and multi-entity operations.
Finance
Finance & Bookkeeping Teams
Reduce repetitive data entry while keeping access to underlying records and controls.
Multi-Location
Multi-Location Organizations
Keep centralized visibility across entities, locations, and classes where accounting workflows are configured that way.
B2B
Services & Subscriptions
Connect project invoices, retainers, service fees, and recurring billing to accounting workflows.
The Essentials
Frequently Asked
Does Cliq integrate with QuickBooks®?
Cliq may support integrations with eligible QuickBooks® products or editions. Support may differ between QuickBooks® Online, Desktop, and Enterprise, so compatibility should be confirmed for your specific accounting environment.
Does Cliq integrate with Xero™?
Cliq may support eligible Xero™ invoice and payment workflows. Availability and functionality vary by region, subscription, API access, and configuration.
Does every transaction synchronize automatically?
Not necessarily. Synchronization depends on the transaction type, accounting platform, configuration, data mapping, integration availability, and any exceptions. Fees can be tracked and mapped separately from revenue where supported.
Will the integration replace my accountant or bookkeeper?
No. The integration is designed to reduce repetitive payment and reconciliation work. It does not replace accounting judgment, financial controls, tax advice, or professional bookkeeping oversight.
Connect Your Payment and Accounting Workflows
Cliq helps businesses connect invoicing, payment collection, transaction records, and reconciliation with supported QuickBooks® and Xero™ workflows. Reduce repetitive administration, organize payment information, and create a more coordinated path from customer invoice to accounting record.
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