Seamless accounting integration with Idealpos and Xero

By choosing to use Idealpos as your POS System and Xero as your Accounting Package, manual entry of financial figures from your POS into your Accounts Package will become a thing of the past. You'll gain the ability to reconcile your sales in Idealpos before they're exported to Xero, along with the ability to export your invoices and purchases to Xero, enabling you to spend more time on running your business and less time worrying about performing manual data entry.

Get started with Idealpos  Try Xero for Free

Why choose Idealpos and Xero?

• Link your Chart of Accounts that you have created and configured in Xero to your corresponding Idealpos Account Codes which will ensure that data is exported correctly 

• Export Account and Layby transactions to Xero

• Figures entered during Sales Reconciliation in Idealpos must be correct before they can be exported to Xero, ensuring that the amounts sent to Xero are correct and accurate without mistakes

• Support for cash and non-cash (accruals) GST accounting methods

• Control when a Layby becomes a sale (when started or on final payment) which can be configured to match your GST accounting method

Advantages of choosing Idealpos

• Easy-to-use POS System with many modules; each module is licensed so you only pay for the modules you require

• Support for a wide range of Industries, from Bars, Cafes, Hotels, Restaurants, Tourist Attractions and more!

• Various Payment Integrations are supported, including PC-EFTPOS/Linkly, Tyro and Westpac Presto Smart

• Stock Control with option to use app for Stocktaking, Pricing, Receiving Stock and more.

• Frequent Build Releases to give value-added functionality, features and fixes

• Customisable and easy-to-use POS Screen Layout with support for item images

• Table Ordering app for Restaurant environments 

• Online User Guide covering all aspects of Idealpos

• Friendly support staff ready to help if you require assistance with any queries or issues

• And much more!

About Xero

Xero is world-leading online accounting software built for small business.

• Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.

• Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims - from anywhere.

• Get paid faster with online invoicing. Send online invoices to your customers - and get updated when they’re opened.

• Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.

Find out more or try Xero Accounting Software for free.

How to connect Idealpos to Xero

• Before proceeding, ensure that two-form factor authentication has been enabled in Xero.

• Step 1. Ensure that your system is licensed for Xero. This can be confirmed by going to: Setup > License Gateway, then ensure that Xero appears for the current terminal you are using (the current terminal is highlighted in green)

• Step 2. Go to: Setup > Global Options > Accounting > Select "XERO (OAUTH2) from the Accounting Package dropdown box, then press "Connect to Xero".

• Step 3. Enter your Username and Password to login to Xero.

• Step 4. Enter the two-form factor code to login.

• Step 5. Select your Organisation from the dropdown list, then press "Connect".

• Step 6. Idealpos will now establish a connection. Once the connection has been established successfully, your Chart of Accounts will appear on the right-hand side of the window.

• Step 7. Drag your Chart of Account Codes from the right-hand side into your Idealpos Account Codes on the left-hand side. Please seek assistance from your Bookkeeper if required.