Seamless Sync

Connect your accounting software.

This page explains how WeFile imports trial balance data from Xero, QuickBooks Online and FreeAgent into a CT600 and Companies House accounts filing. Skip the manual data entry and file with confidence.

Available
Xero

Xero

Securely connect to your Xero account and automatically import your trial balance.

Available
QuickBooks

QuickBooks

Sync your books seamlessly and pull your financial data from QuickBooks Online.

Available
FreeAgent

FreeAgent

Connect your FreeAgent account to effortlessly import your trial balance data.

In-filing connection

Where do I connect my software?

We don't use account-level connections that stay open forever. Instead, you connect directly when you need it—during your tax filing process. We pull your trial balance for the exact period you're filing for.

This integration feature is included in all standard tax filings and is completely separate from our Developer API package.

1
Start your filingLog in and begin a new CT600 & Accounts filing for your company.
2
Navigate to Profit & LossReach step 2 in the filing wizard.
3
Click ImportClick the Import button and choose your accounting provider.
4
Securely AuthoriseSign in via the official pop-up (WeFile never sees your password).
5
Review DataYour trial balance is instantly pulled in to populate both the P&L and Balance Sheet, ready for your review.

Frequently Asked Questions

Everything you need to know about our accounting integrations.

Yes, we use official, secure OAuth connections provided directly by Xero, QuickBooks, and FreeAgent. We never see or store your login credentials, and all data is encrypted in transit and at rest.
We currently support direct integrations with Xero, QuickBooks Online, and FreeAgent. We are constantly evaluating new platforms to add to our ecosystem.
You connect directly from within the filing wizard. When you reach the Profit & Loss step (Step 2), click the "Import" button at the top, select your provider, and securely log in. There is no separate "Integrations" settings page to link your accounts permanently.
No. We use a one-time connection per import. You authorize the import during your filing to pull the exact trial balance for that period. We do not maintain a permanent open connection to your accounting software.
Once connected to Xero, QuickBooks, or FreeAgent, select your financial year. WeFile automatically fetches your trial balance as of the period end date directly from your software and maps your nominal codes to our standard CT600 computation categories.
Absolutely. The integration with Xero, QuickBooks, and FreeAgent provides a starting point by filling in your computation. You have full control to review, adjust, or manually override any imported figures before submitting your tax return.

What you get with WeFile integrations

Secure trial-balance imports from your accounting software, far less manual entry, and figures that are ready to file straight into your CT600 and Companies House accounts.

Prefer full programmatic control instead of connecting your accounting software? Explore our Developers API, or create a free account to start your next filing.