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Getting Started

Getting started with Idealpos and Xero is easy.

To configure your system, scroll down to Configuring the Xero Integration in Idealpos.

If your system is already configured with Xero, check out the Brief introduction for exporting data to Xero listed below.

 

A brief introduction for exporting data to Xero

When Idealpos is connected to Xero and your Xero Chart of Accounts have been linked to Idealpos Account Codes, financial data in Idealpos can be exported to Xero. Exporting financial data from Idealpos to Xero is all performed manually via the Accounting menu in the Idealpos Back-Office.

The process to export data varies depending on the data you want to export, and a brief process for exporting each type of data is outlined below:

 

Export Sales

To Export Sales, you will need to:

 

For a more in-depth set of steps that outline the complete process to export sales from Idealpos to Xero, click here.

 

Export Invoices

To Export Invoices, you will need to go to the Idealpos Back-Office, then from the Accounting Menu, select "Supplier Invoices".

From within the Supplier Invoices window, you will have the opportunity to view a list of Supplier Invoices and click in the Send column next to the Invoices you want to send, then press the "Send to Accounting" button to send to Xero.

For a more in-depth set of steps that outline the complete process for exporting Invoices from Idealpos to Xero, click here.

 

Configuring the Xero Integration in Idealpos

Complete the steps outlined as they appear in the below order to connect Idealpos to Xero.

 

Note!

The steps included in the configuration process include linking your Xero Chart of Accounts to Idealpos Account Codes.

We recommend that you seek professional advice from your Accountant or Bookkeeper before configuring and using Xero with Idealpos.

Linking the wrong Accounts in Idealpos can result in data being transferred incorrectly.

 

 

 

Settings that affect Integration behaviour

Settings that affect integration behaviour include:

 

Frequently Asked Questions