Integrations: Xero, QuickBooks, Stripe
Connect BuiltUp to the tools you already use, Xero or QuickBooks for accounting, Stripe for online payments, and the BuiltClip browser extension for material sourcing. This guide walks through the setup for each one.
- • You're the workspace Owner (integrations are Owner-only for security)
- • You have accounts with whichever services you want to connect
BuiltUp is designed to slot into the tools you already use, not replace them. Xero and QuickBooks stay your source of truth for accounting. Stripe stays your payment processor. BuiltClip lives in your browser. Each one is a connect-and-authorise flow, not a migration. This guide walks through each one in order of impact.
Open Settings → Integrations
From the top nav, click your avatar → Settings → Integrations tab. You'll see a grid of integration cards. Each one shows the integration name, a short description, and a Connect button (or a Connected badge if you've already linked it).
Click the card for the integration you want to set up.
Integrations
Connect Xero
Xero is the default accounting package for UK builders. Click Connect on the Xero card and you'll be bounced to Xero's login screen. Sign in, pick the organisation you want to connect, and approve the scopes BuiltUp asks for, which are accounting.transactions, accounting.contacts and accounting.settings.
Once connected, BuiltUp will:
- Push every invoice you issue into Xero as a sales invoice, with its number, date, due date and lines
- Push the client first, as a Xero contact, so the invoice has something to hang on
- Match on the client's name, so you don't end up with a second copy of a contact you already have
- Leave drafts alone. Nothing goes across until you've actually issued the invoice
- Refresh its own token, so you're not reconnecting it every fortnight
It goes one direction. Nothing is read back out of Xero, so a payment recorded there won't appear in BuiltUp, and reconciliation stays where it is. Setup is a few minutes, and what it buys you is not typing the same invoice twice.
Connect QuickBooks Online
If you're on QuickBooks Online instead of Xero, the setup is identical. Click Connect on the QuickBooks card, sign in, pick your company file, approve the scope, which is com.intuit.quickbooks.accounting.
It behaves the same way: your BuiltUp client becomes a QuickBooks customer, every issued invoice is pushed against it, drafts are left alone, and nothing is read back out. BuiltUp supports QuickBooks Online only. QuickBooks Desktop isn't supported.
Connect Stripe for online payments
Click Connect on the Stripe card. If you already have a Stripe account, you'll be asked to authorise BuiltUp to create charges on it. If you don't, Stripe walks you through creating one (takes about 10 minutes, you'll need business details, bank account, and some form of ID verification).
Once connected:
- Every invoice you send gets a Pay now button in the web link and email
- Clients can pay by card (Visa, Mastercard, Amex) or UK bank transfer
- BuiltUp takes no cut, Stripe charges their standard fees, which you can pass to the client or absorb
- Payments received appear in your BuiltUp Billing tab automatically
This is the single biggest time saver for chasing late payments. Most clients pay the same day if they can click a button; most delay by 2-3 weeks if you make them do a manual bank transfer.
Install the BuiltClip browser extension
BuiltClip is the free browser extension that clips supplier products into your BuiltUp price book. It's covered in detail in the Suppliers guide, but the short version: click Install on the BuiltClip card, pick your browser (Chrome, Firefox, Edge, Safari), and follow the install link. Sign in once with your BuiltUp credentials and it's wired up for life.
The extension is free on every plan. You don't need Pro or Ultimate to use it.
Integrations are what make BuiltUp the hub instead of a silo. Connect the two or three you actually use and you'll stop bouncing between tools; skip the ones you don't need, nothing here is mandatory.
Try this on a job you have already priced. You know what the answer should be, which makes it the only useful first test.
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