We have partnered up with Xero, one of the best accounting softwares to quickly and accurately send your cash drawer reconciliations from Kitomba directly to Xero. This makes your reporting across softwares seamless, and turns your stressful end of financial year prep into a breeze!
Read on to learn more about if our integration is right for your business, and how to get started.
Is the Xero integration right for your business
There are a few things you should think about before integrating your Kitomba Salon and Spa Software with Xero.
Do you currently use Xero?
To use our integration, you need to be using Xero on their Standard or Premium plan. If you do not currently use Xero, or are on their starter plan and would like to upgrade, head over to their website to learn more.
What accounting method do you use?
Kitomba’s integration supports Xero accounts that are set up using the “cash-based accounting” method.
If you’re using accrual-based accounting on Xero and would like to switch, you should speak with your accountant or financial advisor first.
Do you balance your cash drawer every day?
For the integration to work properly and for the information to be sent correctly, you should be doing your end of day banking, also known as cash drawer reconciliation, each night.
If you don’t currently do end of day banking every night and would like to start, learn how easy it is to do in Kitomba with our support guide.
How can I set up the Xero integration?
Great! You’ve decided to go ahead with the integration. Now, how do you do it?
Well, it’s super easy to set up – all you need to do is sign into your Xero account from your K1 settings page, then once you’re connected, set up what Xero Account each Kitomba payment type should go to.
How does it work?
Once set up, the integration runs in the background and it shouldn’t change your end of day processes too much. When you do your end of day in Kitomba, there is a new button on the cash drawer recon window that says “Finalise and send to Xero”. You then fill out your cash drawer recon as normal, and once you click the button, it’ll save your cash drawer reconciliation and automatically send it over to Xero!
Check out the video to see how it works.
If you’re still unsure whether Kitomba’s Xero integration is right for you, we recommend talking to your accountant or financial advisor. If you’re ready to get set up, read our guide on Kitomba’s Xero integration for step-by-step instructions, or watch the short instructional video above.
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Editor’s note: This article was originally published on 4 February 2019 and has been updated on 28 February 2023 for relevance and comprehensiveness.