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Xero integration

The practice layer that sits on top of Xero

OneHQ isn’t a Xero replacement — it’s the firm-wide layer above it. Connect your clients’ Xero organisations and their live figures flow into BAS reviews, tax returns and planning, without leaving OneHQ. It reads to do the work, and only writes back where you tell it to.

Start now How writes work
Your clients’ Xero
———→
read, on demand
OneHQ

Connect once. Automatic ABN matching links each Xero organisation to the right client.

Your clients’ numbers, where the work happens

Once an organisation is connected, its live Xero data appears across the compliance work you’re already doing — pulled on demand, so it’s current every time you look, with the same figures your accountant sees on screen.

BAS readiness

GST figures, bank-reconciliation status, W1/W2 wages and a risk engine of automated anomaly checks — traffic-lit before you lodge.

Tax returns

P&L, balance sheet and trial balance with prior-year comparatives, super compliance, Division 7A signals and BAS-to-return reconciliation.

Tax planning

Live figures for every entity in a group feed an interactive year-end planning worksheet with current-year data and projected estimates.

Financials on tap

A financial snapshot on the client, and an on-demand report viewer — P&L, balance sheet, trial balance, BAS — for any connected entity.

Xero Practice Manager, connected — one client list, not two

OneHQ reads Xero Practice Manager (XPM) as well as the ledger — your client list, the groups they sit in, and the partner and manager on each one — so the book you already keep in XPM drives the work in OneHQ, with no second list to keep aligned.

Your client list, in sync

Every XPM client and group flows into OneHQ and stays current — one client list the whole practice works from, instead of two that drift apart.

Partner & manager, from XPM

The partner and manager on each client come straight from XPM and stay in step — so “my clients” means the same thing in both systems.

Onboard a client once

Set a new client up in OneHQ and it can be created in XPM at the same time — the details are entered once, not typed into two places.

Read-first — you stay in control of every write

The integration reads Xero to power the work. It writes back only where you ask, and never on its own initiative:

  • Journals only when you post them. Review prepares journals for you to check; nothing reaches the ledger until someone in your practice posts it.
  • Every other write is one a person asks for. Recoding a transaction, recording a bank transaction from a OneHQ tool, or adding or archiving an account a journal needs. It never edits bank feeds or pay runs.
  • Connect once, match automatically. OneHQ reads each organisation’s ABN and links it to the matching client — no manual mapping for most of your book.
  • The whole team’s clients, one place. Each staff member connects their own Xero access, and OneHQ brings every organisation together across the firm.
OneHQ is a compliance layer, not a bookkeeping tool. It doesn’t do time and billing — deliberately: it never records time and never raises an invoice — and it doesn’t try to be a second general ledger. It reads Xero so your firm can run BAS, returns and planning from one place, with the client’s whole history beside the numbers.

Frequently asked

Does OneHQ replace Xero?
No. Xero stays your clients’ accounting ledger. OneHQ is the practice-management layer on top — it reads Xero to power BAS reviews, tax returns and planning, and to put a client’s financials beside their jobs, calls, documents and compliance in one view.
Does it change anything in my clients’ Xero?
Only where you tell it to. The integration reads Xero to do the work. It posts a journal prepared in Review only after someone in your practice reviews and posts it, and recodes a transaction, records a bank transaction from a OneHQ tool, or adds or archives an account a journal needs only when someone asks it to. It never edits bank feeds or pay runs, and it never creates an invoice.
How do organisations get linked to clients?
When you connect, OneHQ reads each Xero organisation’s ABN and automatically matches it to the client with the same ABN. Anything that doesn’t match is a quick manual link. Multiple staff can each connect their own Xero access, and OneHQ aggregates them all.
Is the data live, or a nightly sync?
Live. Figures are fetched from Xero on demand when you open a job, financial view or compliance check — so what you see is current, not a copy from overnight.

Xero underneath. One practice on top.

Bring every client’s Xero into a single view alongside their jobs, comms and compliance.

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