In this walkthrough, we'll take you through the Square + Xero official accounting integration made by Amaka. This walkthrough is applicable to those in Australia and the United Kingdom.
If you are based in the US, please visit this link:
Our Customer Support Lead, Dejoey Ann, will be leading the walkthrough. On top of going through the setup process, we'll take you through common issues such as:
• Which setup option is right for you
• When to turn on the sales sync vs. the payment service?
• How to setup the payment service and invoice branding
• How to map accounts for sales, payments and taxes when using sales sync
• How clearing accounts work
• How to do bank reconciliations
• Examples of summarised and categorised invoices
• How to make sure existing Xero accounts can be selected when mapping in the integration
• How to avoid common errors
• What to do when you encounter errors
We'll have our integration specialists on standby to answer any questions you might have during the webinar in our live chat and Q&A sections.
More information on the Square + Xero integration: