If you have multiple entities generating invoices for your sales, you will likely want to connect multiple Xero or QuickBooks accounts to your HubSpot deals.

ScaleXP invoicing fully supports this functionality.  This article explains how to set it up.

How to get set up

First, ensure you have the correct access

Ensure that you have been granted access to multiple connections by the team at ScaleXP

If you are in a standard ScaleXP Invoicing Trial, you will only have access to one accounting connection, so you will need to contact support@scalexp.com to request the ability to add multiple connections.

Once the team have activated the ability to add multiple connections, you will be given new connection options in the Accounting section of your ScaleXP Invoicing Dashboard: https://app.scalexp-invoicing.com/accounting

Ensure you have access to all the required entities in your accounting system

You will need access to the accounts you need to connect, including permission to connect apps to it.

• In Xero, multiple accounts are described as “Organisations” and can be selected in the top left of the screen. 
• In QuickBooks Online, multiple organisations are named "Companies" and are accessed from the Settings > Profile > Switch Company.

Connect all the relevant accounts in ScaleXP Invoicing

Once you have activated the option to connect multiple accounts, head to Accounting in your ScaleXP Invoicing Dashboard and you'll be given the opportunity to connect additional Xero or QuickBooks accounts.  When the permissions screen loads, just choose the organisation you wish to add.

Repeat the process for each connection you want to link up.

Bill to any connected entity from ScaleXP Invoicing in HubSpot

Once you have connected multiple accounts, ScaleXP Invoicing will automatically provide a drop-down menu of options each time you use the “Create Invoices” button.  

You will see a drop down that lets you select the accounting platform from which you'd like to invoice.

The list remains the same regardless of which deal you're on.  By default we use the company names configured in your accounting platform, but our support team can also customize the labels to make it super easy for your team to use, e.g. “Create Invoices UK” “Create Invoices Europe” etc.

Then, when ScaleXP Invoicing loads, the window you see will be customized to the accounting connection you've chosen.  This applies to contacts, currencies, revenue accounts and taxes - everything is pulled direct from Xero or QuickBooks.  This makes creating invoices completely seamless, no matter which organisation you're using.