Overview of Dash + Xero integration
Connect Dash and Xero to to automatically create accounting entries for your daily sales.
-
Sales sync
- On a daily basis, the integration will sync a summary of your previous day’s sales data from Dash into Xero generating an invoice.
- You can customise your preferred sales summary format choosing between Summarised, Categorised or by Product.
- Captures all payments transactions including gift cards, tips and taxes.
How to set up Dash + Xero integration
-
Register or sign in to the Amaka dashboard to get started.
-
Click the New integration button and select Dash + Xero from the integrations list to commence the setup.
-
Sign in to your Dash account by clicking the Connect new account button underneath Dash 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, invoice breakdown, invoice format, 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
Every day, an invoice with your daily sales summary will be created in Xero.
The integration will automatically map sales and payments from Dash into Xero by creating the following default accounts:
Default accounts mappingAccount and code mapping
| Dash account | Xero account | Account type | Code |
|---|---|---|---|
| Dash Sales (Taxable) | Dash Sales (Taxable) | Revenue | PT-20000 |
| Dash Sales (Tax Free) | Dash Sales (Tax Free) | Revenue | PT-20001 |
| Dash Discounts (Taxable) | Dash Discounts (Taxable) | Revenue | PT-20002 |
| Dash Discounts (Tax Free) | Dash Discounts (Tax Free) | Revenue | PT-20003 |
| Dash Surcharges (Taxable) | Dash Surcharges (Taxable) | Revenue | PT-20004 |
| Dash Surcharges (Tax Free) | Dash Surcharges (Tax Free) | Revenue | PT-20005 |
| Dash Fees | Dash Fees | Expense | PT-30000 |
| Tips | Dash Tips | Current Liability | PT-80000 |
| Gift Card | Dash Gift Card | Current Liability | PT-80001 |
| Cash | Dash Cash Clearing | Current Asset | PT-60000 |
| Card Payments | Dash Credit/Debit Clearing | Current Asset | PT-60001 |
| All Other Payment Types | Dash Other Payment Clearing | Current Asset | PT-60002 |
| Refunds | Dash Credit/Debit Clearing | Current Asset | PT-60001 |
TAX Mapping by country
Scroll horizontally to browse TAX mapping for more countries.
| Dash | Xero | AU | NZ | UK | USA | SG | ZA | Global |
|---|---|---|---|---|---|---|---|---|
| Dash Sales (Taxable) | Dash Sales (Taxable) | GST on Income | GST on Income | 20% (VAT on Income) | Tax on Sales | Standard-Rated Supplies | Standard Rate Sales | Tax on Sales |
| Dash Sales (Tax Free) | Dash Sales (Tax Free) | GST Free Income | Zero Rated | Zero Rated Income | Tax Exempt | Zero-Rated Supplies | No VAT | Tax Exempt |
| Dash Discounts (Taxable) | Dash Discounts (Taxable) | GST on Income | GST on Income | 20% (VAT on Income) | Tax on Sales | Standard-Rated Supplies | Standard Rate Sales | Tax on Sales |
| Dash Discounts (Tax Free) | Dash Discounts (Tax Free) | GST Free Income | Zero Rated | Zero Rated Income | Tax Exempt | Zero-Rated Supplies | No VAT | Tax Exempt |
| Dash Surcharges (Taxable) | Dash Surcharges (Taxable) | GST on Income | GST on Income | 20% (VAT on Income) | Tax on Sales | Standard-Rated Supplies | Standard Rate Sales | Tax on Sales |
| Dash Surcharges (Tax Free) | Dash Surcharges (Tax Free) | GST Free Income | Zero Rated | Zero Rated Income | Tax Exempt | Zero-Rated Supplies | No VAT | Tax Exempt |
| Dash Fees | Dash Fees | GST on Expense | GST on Expense | 20% (VAT on Expenses) | Tax on Purchases | Standard-Rated Purchases | Standard Rate Purchases | Tax on Purchases |
| Tips | Dash Tips | BAS Excluded | No GST | No VAT | Tax Exempt | No Tax | No VAT | Tax Exempt |
| Gift Card | Dash Gift Card | BAS Excluded | No GST | No VAT | Tax Exempt | No Tax | No VAT | Tax Exempt |
| Adjustment | Dash Sales (Tax Free) | GST Free Income | No GST | No VAT | Tax Exempt | No Tax | No VAT | Tax Exempt |
Advanced configuration
The advanced setup will allow you to choose your own custom mapping in relation to sales and payments in Dash.
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