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Mapping Xero Chart of Accounts to Idealpos

Warning!

The Xero API Integration has been superseded by the Xero OAUTH2 Integration.

Please refer to the Xero OAUTH2 topic for information on setting up Xero with Idealpos.

This page has not been removed for historical and reference purposes.

The steps included on this page may no longer be valid, and therefore, we encourage you to refer to the Xero OAUTH2 topic.

 

Next step is to map each Chart of Account to the relevant POS Function in Idealpos.

 

In Idealpos, go to Setup > Global Options > Accounting.

 

 

Click on Get Accounts to connect to Xero and show the available Accounts > Drag and drop the Accounts on the right to each position > Once you have linked the Accounts as required, click the X in the top right hand corner to save and exit.