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Accounting Interface

Idealpos has direct integration with MYOB (ODBC, File Based & API) and Xero (API & File Based) accounting packages.

We also have a file-based export available for QuickBooks and Attaché.

Each interface is unique and requires specific setup to work properly with your financial data.

We recommend you seek professional advice from your financial advisor before purchasing to ensure it will do what you require.

If you are using multi-site, you can configure different settings for each site using the same accounting package.

Attaché (ProSys Consultants) File-based Interface

Configure Idealpos for Attaché File-based

Using Idealpos and Attaché

MYOB API Accounting Interface

MYOB Installation for API

Importing an Accounts list

Connection Settings for Idealpos MYOB API

GST Accounting Basis – Cash or Accrual MYOB

Laybys (Accrual Basis)

Global Debtor Export for Cash Based Accounting MYOB

How to enable the Global Debtor Export for Cash-Based Accounting

Performing a Sale on a Customer Account

Performing an Account Payment

Tender Types with MYOB Accounting Interface

Sales Categories with MYOB Accounting Interface

Purchase Categories with MYOB Accounting Interface

Other POS Functions for MYOB Accounting Interface

End Sales Period MYOB

Reconciled Sales and Takings Report Idealpos

POS Transaction Examples MYOB

Explanation of Account Sales with ‘Accrual’ GST Accounting Basis

Explanation of Account Sales with ‘Cash’ GST Cash Basis MYOB

Explanation of Account Adjustments MYOB

Supplier Invoices with MYOB Accounting Interface

View transferred Supplier Invoice data in MYOB

MYOB ODBC Accounting Interface

MYOB Installation

MYOB ODBC Direct

Connection Settings for Idealpos MYOB

Accounting Module – Global Debtor Export for Cash Based Accounting MYOB

How to enable the Global Debtor Export for Cash-Based Accounting

Performing a Sale on a Customer Account

Performing an Account Payment

Edit Sales Reconciliation screen shows Sales Categories and GST Collected amounts separately

GST Accounting Basis – Cash or Accrual MYOB

Tender Types with MYOB Accounting Interface

Sales Categories with MYOB Accounting Interface

Purchase Categories with MYOB Accounting Interface

Other POS Functions for MYOB Accounting Interface

End Sales Period MYOB

IPS Import Data to MYOB Utility

Reconciled Sales and Takings Report MYOB

POS Transaction Examples MYOB

Explanation of Account Sales with ‘Accrual’ GST Accounting Basis

Explanation of Account Sales with ‘Cash’ GST Cash Basis MYOB

Explanation of Account Adjustments MYOB

Supplier Invoices with MYOB Accounting Interface

View transferred Supplier Invoice data in MYOB

QuickBooks File Export – Transaction Pro Importer App

Configure Idealpos for QuickBooks

Customer Account Sales

Setup Quickbooks Chart of Accounts with Idealpos

Using Idealpos and QuickBooks

Importing into QuickBooks

Supplier Invoices

Xero API Accounting Interface

Check your Idealpos Licence for use with Xero

Add Idealpos as Xero Application

How to check your GST Accounting Method in Xero

Link Xero Customer to Idealpos

When a Layby becomes a Sale

Setup Xero Chart of Accounts with Idealpos

Accessing the Chart of Accounts in Xero

Import Chart of Accounts from CSV File

Mapping Xero Chart of Accounts to Idealpos

End Sales Period

Bank Reconciliation in Xero

Supplier Invoices

Xero – Journal Examples

Xero OAUTH2 Accounting Interface

Getting Started

End Sales Period

Bank Reconciliation in Xero

Xero – Journal Examples

Supplier Invoices

How to check your GST Accounting Method in Xero

Enable Global Debtor to Export Transactions to Xero Customer

Chart of Accounts

Setup Xero Chart of Accounts with Idealpos

Accessing the Chart of Accounts in Xero

Import Chart of Accounts from CSV File

When a Layby becomes a Sale

XERO File-based Interface

Xero File-based Interface in Idealpos

Configure Idealpos for Xero File-based

Using Idealpos and Xero File-based

Importing to Xero File-based

Export Supplier Invoices File-based

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