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Payment type mapping with 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 (without the Advanced Features ticked), the integration will automatically create and map the following default set of accounts to the Square payment types.

Laura Tien September 25, 2023
Help

Understanding the order limit and billing cycle

Overview

  • Understanding order limits and how to track orders.
  • How the billing cycle works for free trials vs. premium plans.

Adding new integrations, locations and order limits

You can select one of our yearly (discounts applied) or monthly subscription plans that suit your requirements.

Laura Tien September 25, 2023
Help

View and upgrade your pricing plan

Overview

  • View and upgrade your subscription at any time.

View your subscription plan

  1. Sign into the Amaka dashboard.

    Laura Tien September 25, 2023
    Help

Downgrade or cancel your plan

Overview

  • Downgrade or upgrade your subscription plan at any time.

Downgrade your subscription plan

To initiate a plan downgrade, please get in touch with our dedicated support team.

Laura Tien September 25, 2023
Help

Manage your Amaka user profile

Overview

  • Update your display name, phone number, timezone and password.

About your user profile

Your user profile is generated from the personal details you provide during the sign-up process. It includes information necessary to uniquely identify you within the Amaka app.

Laura Tien September 25, 2023
Help

eBay + MYOB bank feed reconciliation

Overview

  • This guide will cover how to reconcile eBay transactions deposited in the integrated payment gateway or non-integrated payment gateway for those using the eBay + MYOB integration.
  • Allocate your payment deposits recorded in eBay to the clearing accounts.

How to reconcile eBay transactions in MYOB

The eBay + QuickBooks Online integration will capture each eBay payout and transform it into an invoice with seller fees, subscription, refunds and shipping charges included in the line items. The final invoice is pushed to MYOB and remains outstanding.

Laura Tien August 14, 2023
Guide Help

eBay + Xero bank feed reconciliation

Overview

  • This guide will cover how to reconcile eBay transactions deposited in the integrated payment gateway or non-integrated payment gateway for those using the eBay + Xero integration.
  • Allocate your payment deposits recorded in eBay to the clearing accounts.

How to reconcile eBay transactions in Xero

The eBay + QuickBooks Online integration will capture each eBay payout and transform it into an invoice with seller fees, subscription, refunds and shipping charges included in the line items. The final invoice is pushed to Xero and remains outstanding.

Laura Tien August 14, 2023
Guide Help

eBay + QuickBooks Online bank feed reconciliation

Overview

  • This guide will cover how to reconcile eBay transactions deposited in the integrated payment gateway or non-integrated payment gateway for those using the eBay + QuickBooks Online integration.
  • Allocate your payment deposits recorded in eBay to the clearing accounts.

How to reconcile eBay transactions in QuickBooks Online

The eBay + QuickBooks Online integration will capture each eBay payout and transform it into an invoice with seller fees, subscription, refunds and shipping charges included in the line items. The final invoice is pushed to QuickBooks Online and remains outstanding.

Laura Tien August 08, 2023
Guide Help

BigCommerce + Xero bank feed reconciliation

Overview

  • This guide will cover how to reconcile BigCommerce transactions with the bank feed in Xero for those using the BigCommerce + Xero integration.
  • Allocate your payment deposits recorded in BigCommerce to the clearing accounts.

Reconcile BigCommerce clearing accounts by allocating payment deposits (No Stripe bank feed in Xero)

Follow the steps in this section if you do not have Stripe integrated with Xero. However, if you're using your Stripe account exclusively for your BigCommerce account, it is recommended that you to integrate Stripe with Xero for reconciliation purposes. If you do have Stripe integrated, follow the steps in the section below this one instead.

For each payment type, you need to take note of what clearing account it has been mapped to. Then, you'll need to go through the following steps for each payment type to complete the bank reconciliation process. To view the clearing accounts mapped to the payment types, follow this guide on accounts mapping.

Laura Tien July 31, 2023
Guide Help

BigCommerce + MYOB bank feed reconciliation

Overview

  • This guide will cover how to reconcile BigCommerce transactions with the bank feed in MYOB for those using the BigCommerce + MYOB integration.
  • Allocate your payment deposits recorded in BigCommerce to the clearing accounts.

Reconcile BigCommerce clearing accounts by allocating payment deposits

For each payment type, you need to take note of what clearing account it has been mapped to. Then, you'll need to go through the following steps for each payment type to complete the bank reconciliation process. To view the clearing accounts mapped to the payment types, follow this guide on accounts mapping.

Laura Tien July 31, 2023
Guide Help