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Transaction type mapping for Square + Xero integration

Overview

  • The integration has a default set of accounts that are automatically created and mapped using the Express Setup.
  • You may customise the mapping and map existing Xero accounts using the Advanced Setup.

How it works

Proceeding with Express Setup, the integration will automatically create and map the following default set of accounts to the Square transaction types.

Laura Tien June 07, 2021

Setting up tracking categories with Square + Xero integration

Overview

  • Automatically sync tracking categories in Xero based on location, product, or category.

How it works

Set up the tracking categories in Xero to make them available for mapping.

Laura Tien June 07, 2021

Deactivate payment service in Square + Xero integration

Overview

  • Remove the payment service from Xero.
  • Deactivate Square Payment Service to stop using Square as a payment service in Xero.

How it works

Removing the Square Payment Service from Xero will remove the option for customers to pay the invoice using their credit card through Square.

Laura Tien June 07, 2021

TrackTik integrations troubleshooting

Overview

  • In case your data is not sync data as expected, please ensure that the following conditions are met.

Billing

Sync conditions:

Laura Tien May 24, 2021

TrackTik + QuickBooks Online setup guide

Watch video guide 2:19 Minutes

Overview of TrackTik + QuickBooks Online integration

Connect TrackTik + QuickBooks Online start syncing your daily invoices and payroll data as bills.

Laura Tien May 24, 2021

TrackTik + Xero setup guide

Watch video guide 2:34 Minutes

Overview of TrackTik + Xero integration

Connect TrackTik + Xero start syncing your daily invoices and payroll data as bills.

Laura Tien May 24, 2021

Set up Square payment service in Square + Xero integration

Overview

  • You can now add Square as a payment service in Xero. Offer an online payment option to your customers whenever you send out an invoice from Xero.

How it works

Activate the Payment Service from the Amaka integration settings and apply relevant mappings on the settings page.

Laura Tien May 19, 2021

Loyverse + QuickBooks Online setup guide

Watch video guide 2:56 Minutes

Overview of Loyverse + QuickBooks Online integration

Connect Loyverse and QuickBooks Online to capture all daily transactions from Loyverse and sync all data in a summarized invoice in QuickBooks Online. Map sales, payments and taxes. Track by products, by location and by categories.

Laura Tien December 17, 2020

Shopify + Xero setup guide

Watch video guide 5:09 Minutes

Overview of Shopify + Xero integration

  • Sales sync
    • On a daily basis, the integration will sync a summary of your previous day’s sales data into Xero generating a summarised invoice, or, opt to sync each Shopify order into an individual Xero invoice.
    • You can customise your preferred sales summary view choosing from a wide array of formats.
    • Capture all payment transactions including gift cards, tips, tax and payment fees.
    • Easily reconcile Shopify sales and payments in Xero.
  • Cost of Goods Sold (COGS) sync
    • Automatically synchronise the total cost from sold items and adjust the inventory amount, generating a manual journal.

How to set up Shopify + Xero integration

  1. Register or sign in to the Amaka dashboard to get started.

    Amaka Team November 16, 2020

FitBiz for Shopify setup guide

Overview

  • Connect Fitbiz for Shopify and keep track of your business performance with a suite of quick insights straight to your inbox.

How to setup the Fitbiz for Shopify integration

  1. Register or sign in to the Amaka dashboard to get started.

    Laura Tien November 16, 2020