Loyverse + Xero Setup guide

Pamela Calilung
Customer success manager Request support

Overview

Loyverse + Xero Integration captures all daily transactions from Loyverse and syncs all data in a summarised format to a single invoice output in Xero by mapping sales, payments and taxes, which can be tracked by products, by location and by categories.

The integration offers the following features:

  • Sales
    • On a daily basis, the integration will sync a summary of your previous day’s sales data from Loyverse into Xero generating an invoice.
    • You can customise your preferred sales summary view choosing from a wide array of formats.
    • Capture all payment transactions including liabilities, loyalties, tax, fees and more.
    • Easily reconcile Loyverse sales and payments in Xero.

Before you start

How to setup the integration

  1. Register or sign in the Amaka dashboard to get started.
  2. Click the New integration button and select Loyverse + Xero from the integrations list to commence the setup.
  3. Sign in to your Loyverse account by clicking the Connect new account button underneath Loyverse’s logo. Follow the guided the authentication process and click Allow access to grant all relevant permissions.
  4. Authenticate your Xero account following the same procedure, then click Save + Continue.
  5. Follow the wizard to choose your preferred setup method, invoice breakdown, invoice format, mapping and scheduler options to complete the setup of the integration.
  6. Click Save + Continue to finish and activate the integration.

After completing the setup, the new integration will be listed on the app dashboard where you can edit it or start the setup of a new one.


Setup methods

Express setup

Every day, an invoice with your daily sales summary will be created into Quickbooks Online.

The integration will automatically map sales and payments from Loyverse into Xero by creating the following default accounts:

SALES TYEPXERO ACCT.XERO ACCT. TYPEACCT. CODEXERO TAX TYPE
SalesLoyverse SalesRevenueLV-20000GST on Income (OUTPUT)
DiscountsLoyverse discountsRevenueLV-20001GST on Income (OUTPUT)
LoyaltyLoyverse loyalty discountsRevenueLV-20003GST on Income (OUTPUT)
TipsLoyverse tipsCurrent liabilityLV-800001BAS Excluded (BASEXCLUDED)
SurchargesLoyverse surchargesRevenueLV-20002GST Free Income (EXEMPTOUTPUT)
Cash roundingLoyverse salesRevenueLV-20000GST Free Income (EXEMPTOUTPUT)
AdjustmentLoyverse salesRevenueLV-20000GST Free Income (EXEMPTOUTPUT)

SALES TYEPXERO ACCT.XERO ACCT. TYPEACCT. CODEXERO TAX TYPE
SalesLoyverse SalesRevenueLV-20000GST on Income (OUTPUT2)
DiscountsLoyverse discountsRevenueLV-20001GST on Income (OUTPUT2)
LoyaltyLoyverse loyalty discountsRevenueLV-20003GST on Income (OUTPUT2)
TipsLoyverse tipsCurrent liabilityLV-800001No GST (NONE)
SurchargesLoyverse surchargesRevenueLV-20002No GST (NONE)
Cash roundingLoyverse salesRevenueLV-20000No GST (NONE)
AdjustmentLoyverse salesRevenueLV-20000No GST (NONE)

SALES TYEPXERO ACCT.XERO ACCT. TYPEACCT. CODEXERO TAX TYPE
SalesLoyverse SalesRevenueLV-2000020% VAT on Income (OUTPUT2)
DiscountsLoyverse discountsRevenueLV-2000120% VAT on Income (OUTPUT2)
LoyaltyLoyverse loyalty discountsRevenueLV-2000320% VAT on Income (OUTPUT2)
TipsLoyverse tipsCurrent liabilityLV-800001No VAT (NONE)
SurchargesLoyverse surchargesRevenueLV-20002No VAT (NONE)
Cash roundingLoyverse salesRevenueLV-20000No VAT (NONE)
AdjustmentLoyverse salesRevenueLV-20000No VAT (NONE)

SALES TYEPXERO ACCT.XERO ACCT. TYPEACCT. CODEXERO TAX TYPE
SalesLoyverse SalesRevenueLV-20000Tax on Sales (OUTPUT)
DiscountsLoyverse discountsRevenueLV-20001Tax on Sales (OUTPUT)
LoyaltyLoyverse loyalty discountsRevenueLV-20003Tax on Sales (OUTPUT)
TipsLoyverse tipsCurrent liabilityLV-800001Tax Exempt (NONE)
SurchargesLoyverse surchargesRevenueLV-20002Tax Exempt (NONE)
Cash roundingLoyverse salesRevenueLV-20000Tax Exempt (NONE)
AdjustmentLoyverse salesRevenueLV-20000No VAT (NONE)

SALES TYEPXERO ACCT.XERO ACCT. TYPEACCT. CODEXERO TAX TYPE
SalesLoyverse SalesRevenueLV-20000Standard Rated Supplies (OUTPUT)
DiscountsLoyverse discountsRevenueLV-20001Standard Rated Supplies (OUTPUT)
LoyaltyLoyverse loyalty discountsRevenueLV-20003Standard Rated Supplies (OUTPUT)
TipsLoyverse tipsCurrent liabilityLV-800001No Tax (NONE)
SurchargesLoyverse surchargesRevenueLV-20002No Tax (NONE)
Cash roundingLoyverse salesRevenueLV-20000No Tax (NONE)
AdjustmentLoyverse salesRevenueLV-20000No Tax (NONE)

SALES TYEPXERO ACCT.XERO ACCT. TYPEACCT. CODEXERO TAX TYPE
SalesLoyverse SalesRevenueLV-20000Tax on Sales (OUTPUT)
DiscountsLoyverse discountsRevenueLV-20001STax on Sales (OUTPUT)
LoyaltyLoyverse loyalty discountsRevenueLV-20003Tax on Sales (OUTPUT)
TipsLoyverse tipsCurrent liabilityLV-800001Tax on Sales (OUTPUT)
SurchargesLoyverse surchargesRevenueLV-20002Tax Exempt (NONE)
Cash roundingLoyverse salesRevenueLV-20000Tax Exempt (NONE)
AdjustmentLoyverse salesRevenueLV-20000Tax Exempt (NONE)

Scroll horizontally.

PAYMENT TYPEXERO ACCT.XERO ACCT. TYPEACCT. CODEXERO TAX TYPE
(Custom Payment Types created by users in Loyverse)“Loyverse {Lovyerse Payment Type Name} Clearing”Current AssetLV-61___BAS Excluded (BASEXCLUDED)
All Other Payment TypesLoyverse other payment clearingCurrent AssetLV-60000BAS Excluded (BASEXCLUDED)

PAYMENT TYPEXERO ACCT.XERO ACCT. TYPEACCT. CODEXERO TAX TYPE
(Custom Payment Types created by users in Loyverse)“Loyverse {Lovyerse Payment Type Name} Clearing”Current AssetLV-61___No GST (NONE)
All Other Payment TypesLoyverse other payment clearingCurrent AssetLV-60000No GST (NONE)

PAYMENT TYPEXERO ACCT.XERO ACCT. TYPEACCT. CODEXERO TAX TYPE
(Custom Payment Types created by users in Loyverse)“Loyverse {Lovyerse Payment Type Name} Clearing”Current AssetLV-61___No VAT (NONE)
All Other Payment TypesLoyverse other payment clearingCurrent AssetLV-60000No VAT (NONE)

PAYMENT TYPEXERO ACCT.XERO ACCT. TYPEACCT. CODEXERO TAX TYPE
(Custom Payment Types created by users in Loyverse)“Loyverse {Lovyerse Payment Type Name} Clearing”Current AssetLV-61___Tax Exempt (NONE)
All Other Payment TypesLoyverse other payment clearingCurrent AssetLV-60000Tax Exempt (NONE)

PAYMENT TYPEXERO ACCT.XERO ACCT. TYPEACCT. CODEXERO TAX TYPE (AU)
(Custom Payment Types created by users in Loyverse)“Loyverse {Lovyerse Payment Type Name} Clearing”Current AssetLV-61___No Tax (NONE)
All Other Payment TypesLoyverse other payment clearingCurrent AssetLV-60000No Tax (NONE)

PAYMENT TYPEXERO ACCT.XERO ACCT. TYPEACCT. CODEXERO TAX TYPE (AU)
(Custom Payment Types created by users in Loyverse)“Loyverse {Lovyerse Payment Type Name} Clearing”Current AssetLV-61___Tax Exempt (NONE)
All Other Payment TypesLoyverse other payment clearingCurrent AssetLV-60000Tax Exempt (NONE)

SALES TYPEXERO TAX TYPE
(Custom Tax Types created by users in Loyverse)GST on Income (OUTPUT)
Sales (Tax Free)GST Free Income (EXEMPTOUTPUT)
TipsBAS Excluded (BASEXCLUDED)
SurchargesGST Free Income (EXEMPTOUTPUT)
Cash roundingGST Free Income (EXEMPTOUTPUT)
AdjustmentGST Free Income (EXEMPTOUTPUT)

SALES TYPEXERO TAX TYPE
(Custom Tax Types created by users in Loyverse)GST on Income (OUTPUT2)
Sales (Tax Free)No GST (NONE)
TipsNo GST (NONE)
SurchargesNo GST (NONE)
Cash roundingNo GST (NONE)
AdjustmentNo GST (NONE)

SALES TYPEXERO TAX TYPE
(Custom Tax Types created by users in Loyverse)20% VAT on Income (OUTPUT2)
Sales (Tax Free)No VAT (NONE)
TipsNo VAT (NONE)
SurchargesNo VAT (NONE)
Cash roundingNo VAT (NONE)
AdjustmentNo VAT (NONE)

SALES TYPEXERO TAX TYPE
(Custom Tax Types created by users in Loyverse)Tax on Sales (OUTPUT)
Sales (Tax Free)Tax Exempt (NONE)
TipsTax Exempt (NONE)
SurchargesTax Exempt (NONE)
Cash roundingTax Exempt (NONE)
AdjustmentTax Exempt (NONE)

SALES TYPEXERO TAX TYPE
(Custom Tax Types created by users in Loyverse)Standard Rated Supplies (OUTPUT)
Sales (Tax Free)No Tax (NONE)
TipsNo Tax (NONE)
SurchargesNo Tax (NONE)
Cash roundingNo Tax (NONE)
AdjustmentNo Tax (NONE)

SALES TYPEXERO TAX TYPE
(Custom Tax Types created by users in Loyverse)Tax on Sales (OUTPUT)
Sales (Tax Free)Tax Exempt (NONE)
TipsTax Exempt (NONE)
SurchargesTax Exempt (NONE)
Cash roundingTax Exempt (NONE)
AdjustmentTax Exempt (NONE)
Advanced setup

The advanced setup will allow you to choose your own custom mapping in relation to sales and payments in Square.

Recommended for professional bookkeepers and accountants.
Guided setup

Schedule a call with one of our integration experts that will guide you through the setup.

Schedule a call now

What’s next?

Need any help?
Need help? Visit our Help desk or Schedule a support session.