Integrating with Xero
- 10 Mar 2025
- 1 Minute to read
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Integrating with Xero
- Updated on 10 Mar 2025
- 1 Minute to read
- Print
- DarkLight
- PDF
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BookingTimes offers easy integration with Xero accounting software to create a single, daily bank transaction in Xero to track the daily cash taken & refunded.
Note
To integrate, you will require a Xero account.
Connecting to Xero
Steps
1. Navigate to the Setup > Integrations > External Integrations
2. Click on Connect to Xero. You will be asked to authorize the connection by logging into your existing Xero account.
3. Once complete - you will need to Select both a Bank Account and a Cash Account from the drop downs.
4. Click Save.
5. You will be able to update the Accounts at any time as well, as long as the Xero connection is successful. For that, just click on the pencil icon.
View in Xero
The transaction will appear in Xero like this:
Noting the follow will appear different within your Xero:
Title will say: “Receive Money” or “Send Money” depending on if it is income or refund.
Under From: where it says 'Website cash - .bookingtimes.com", It will show "Website Cash - {YourBusinessUrl.com}"
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