Watch video guide
2:34 Minutes
Overview of TrackTik + Xero integration
Connect TrackTik + Xero start syncing your daily invoices and payroll data as bills.
-
Billing
- The integration will fetch all the approved invoices at the end of each trading day from TrackTik, and generate a copy for each one of them in Xero.
- The bill items from TrackTik can be individually mapped to different products and services/accounts during the integration setup.
-
Wage expense
- The integration will fetch all the approved and locked pay runs at the end of each trading day, and generate a bill for each pay run in Xero.
- The bill line items categorisation format can be customised by adjusting the integration setup options as needed.
How to set up TrackTik + QBO integration
-
Register or sign in to the Amaka dashboard to get started.
-
Click the New integration button and select TrackTik + Xero from the integrations list to commence the setup.
-
Sign in to your TrackTik account by clicking the Connect new account button underneath TrackTik logo. Follow the guided authentication process to grant all relevant permissions.
-
Authenticate your Xero account following the guided authentication process, then click Save + Continue.
-
Follow the wizard to choose your preferred configuration method, mapping and scheduler options to complete the setup of the integration.
-
Click Save + Continue to finish and activate the integration.
Configuration methods
At the beginning of your setup wizard, you’ll be able to choose your preferred configuration method from the options listed below.
Express configuration
The integration will automatically apply mapping settings from TrackTik into Xero by creating the following default accounts:
Default accounts mappingWage expense sync account mapping
| Wage Expense Transactions | Xero Account | Xero Account Type | Account Code | Xero Default Account Tax Type (AU) | Xero Default Account Tax Type (Global) | Xero Default Account Tax Type (NZ) | Xero Default Account Tax Type (UK) | Xero Default Account Tax Type (US) | Xero Default Account Tax Type (SG) | Xero Default Account Tax Type (Africa) |
|---|---|---|---|---|---|---|---|---|---|---|
| Wages | TrackTik Direct Wages |
|
TT-30000 | GST Free Expenses (EXEMPTEXPENSES) | Tax Exempt (NONE) | No GST (NONE) | No VAT (NONE) | Tax Exempt (NONE) | No Tax (NONE) | No VAT (NONE) |
| Wages Liability | TrackTik Direct Wages Liability | Current Liability (CURRLIAB) | TT-30001 | BAS Excluded (BASEXCLUDED) | Tax Exempt (NONE) | No GST (NONE) | No VAT (NONE) | Tax Exempt (NONE) | No Tax (NONE) | No VAT (NONE) |
Billing Sync Account Mapping
| Transaction Type | Xero Account | Xero Account Type | Account Code | Xero Default Account Tax Type (AU) | Xero Default Account Tax Type (Global) | Xero Default Account Tax Type (NZ) | Xero Default Account Tax Type (UK) | Xero Default Account Tax Type (US) | Xero Default Account Tax Type (SG) | Xero Default Account Tax Type (Africa) |
|---|---|---|---|---|---|---|---|---|---|---|
| Service Income | TrackTik Service Income | Revenue | TT-20000 | GST on Income (OUTPUT) | Tax on Sales (OUTPUT) | GST on Income (OUTPUT2) | 20% VAT on Income (OUTPUT2) | Tax on Sales (OUTPUT) | Standard Rated Supplies (OUTPUT) | Old Standard Rate Sales (OUTPUT3) |
Tax Class Mapping
| Tax Class | Xero Account | Xero Account Type | Account Code | Xero Default Account Tax Type (AU) | Xero Default Account Tax Type (Global) | Xero Default Account Tax Type (NZ) | Xero Default Account Tax Type (UK) | Xero Default Account Tax Type (US) | Xero Default Account Tax Type (SG) | Xero Default Account Tax Type (Africa) |
|---|---|---|---|---|---|---|---|---|---|---|
| Tax Class | Xero Account | Xero Account Type | Account Code | Xero Default Account Tax Type (AU) | Xero Default Account Tax Type (Global) | Xero Default Account Tax Type (NZ) | Xero Default Account Tax Type (UK) | Xero Default Account Tax Type (US) | Xero Default Account Tax Type (SG) | Xero Default Account Tax Type (Africa) |
| (Users’ Tax Class Names) | TrackTik (Users’ Tax Class Names) | Current Liability (CURRLIAB) | TT-81___ | BAS Excluded (BASEXCLUDED) | Tax Exempt (NONE) | No GST (NONE) | No VAT (NONE) | Tax Exempt (NONE) | No Tax (NONE) | No VAT (NONE) |
| Automated Calculated Tax | TrackTik Automated Calculated Tax | Current Liability (CURRLIAB) | TT-80000 | BAS Excluded (BASEXCLUDED) | Tax Exempt (NONE) | No GST (NONE) | No VAT (NONE) | Tax Exempt (NONE) | No Tax (NONE) | No VAT (NONE) |
Advanced configuration
The advanced setup will allow you to choose your own custom mapping in TrackTik.
Guided setup
Schedule a call with one of our Integration Specialists that will help you decide on the best configuration method for you and guide you through the setup.
Schedule a call now