تكامل المحاسبة Xero
Auto-sync daily takings to Xero — no spreadsheets, no end-of-month chase.
Connect your Xero account once and ZibaDesk pushes daily summary invoices, GST/VAT splits, and payment reconciliations every night. Your accountant gets clean numbers; you skip the data entry.
Available on Pro and Ultra plans. We push aggregated daily numbers (not individual sales) to keep Xero fast.
الخطوات
1. Connect Xero
Settings → Integrations → Xero → Connect. The Connect button opens a Xero authorisation popup — log in to Xero and approve the ZibaDesk app for your organisation. We use Xero's official OAuth 2.0 PKCE flow; we never see your Xero password.
2. Map accounts
Pick which Xero account daily sales go to (e.g. "Sales — Salon" / account code 200), tips (often "Tips Payable" — a balance-sheet liability if you pay them out, or a revenue account if you keep them), and gift card sales (a liability account until redeemed).
3. Set tax rules
Configure GST (Australia), VAT (UK / EU), HST (Canada), or local equivalents. ZibaDesk splits each daily summary correctly into taxable / non-taxable / reduced-rate so your BAS or VAT return is accurate without manual adjustment.
4. Choose payment account mapping
Cash sales → Cash account, card sales → bank-feed account, gift card redemptions → gift-card liability. We post payments alongside the invoice so reconciliation is automatic.
5. Customer matching
New customers in ZibaDesk become Contacts in Xero (only if they bought something). Email is the matching key — we never create duplicates.
6. Watch the first sync
The first sync runs at midnight (salon-local time) and pushes yesterday's sales as a single summary invoice plus its payment. Open Xero → Invoices the next morning to verify it landed correctly.
7. Verify nightly sync via the weekly audit
A GitHub Action audits all tenant Xero connections every Monday morning and emails the platform admin if any errors occurred (auth failures, validation errors, expired tokens). Issues get triaged within hours.
الأسئلة الشائعة
Why daily summaries instead of one invoice per sale?
A busy salon does 30–80 sales a day. Pushing each one as a separate invoice clutters Xero and slows it down for everyone in the office. Daily summaries keep Xero fast and your accountant happy. (If you need per-sale invoices for some reason — e.g. to match Stripe payouts — turn it on under Sync configuration.)
What happens if Xero is down or my credentials expire?
We retry every 30 minutes for 24 hours. After 24h of failures, you get an email and an alert in the admin app. Refresh tokens that expire (every 60 days if unused) are flagged before they break.
Can I do this on the free plan?
No — Xero integration is a Pro and Ultra feature. Free plans can still export reports as CSV and import to Xero manually.
Does this work with QuickBooks / MYOB?
Not directly today. The architecture is reusable — if there's demand, we'll add them. Drop a request via Support.