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Xero Integration

This guide provides a step-by-step process to connect your Shortcuts accounts with Xero, map your accounts, and upload daily summaries effectively. 

 

1. Connecting Shortcuts to Xero

NOTE: This integration is only available to Shortcuts users in Australia.

To establish the connection between Shortcuts and Xero for the first time:

  1. Launch Shortcuts Xero Link:
    Upon opening, you’ll see a "Not Connected" status.

  2. Connect to Xero:

    • Click Connect to Xero, then Login to Xero.
    • Enter your Xero credentials in the web browser and grant access to Shortcuts Xero Link.
    • Close the web page after confirmation.

  3. Authorize Connection:

    • Return to Shortcuts Xero Link and click Get Authorization Code.
    • A success message will confirm the connection.

For future logins, simply press Connect to Xero to reconnect. To disconnect, select Disconnect from Xero for added security.

 

2. Mapping Shortcuts Accounts to Xero

Mapping ensures financial transactions are accurately categorized. Complete this setup only once.

  1. Access Account Mapping:

    • Navigate to the Account Mapping tab.
    • Shortcuts accounts appear on the left; Xero accounts on the right.

  2. Key Mapping Recommendations:

    • Map Shortcuts Cash Rounding to a Suspense Account.
    • Map Shortcuts Accounts Receivable to a Current Asset Account.
    • Map Shortcuts Payment Reversals to a Reversal Clearing Account (current liability).
      • This account handles negative payment amounts, automatically generating credit notes in Xero.

  3. Mapping Tips:

    • Leave unmapped accounts blank if not in use (e.g., memberships).
    • To unmap an account, select the blank option in the drop-down list.
    • If a required Xero account isn’t listed, add it in Xero, then refresh the chart of accounts in Shortcuts.

 

3. Uploading Daily Summaries to Xero

Once mapping is complete, you can upload your daily financial summaries to Xero.

  1. Prepare for Upload:

    • Ensure all transactions, refunds, and voids are correctly processed.
    • Note: Only one summary can be uploaded per day.

  2. Upload Summaries:

    • Go to the Xero Tab in Shortcuts.
    • Select the date range and click Upload to Xero.
    • Access records of all uploads, which will display in Xero as invoices.
    • Payments will appear in Xero as one line per payment type for each day.

      View Upload History: