You can now sync your K-Series Back Office data to your Xero account using Lightspeed Accounting. This is an automatic sync that will help you reduce the time it takes to reconcile your books so that you can focus on running your business. Once the integration is configured, your Back Office sales categories, including tips, revenue, and gift cards, will automatically sync to Xero.
If you don’t have a Xero account and would like to learn more about this accounting software, contact Xero customer support.
Configuring your Lightspeed Restaurant account
Before integrating with Xero, configure your Lightspeed Restaurant account by creating your desired accounting groups and payment methods.
- Log in to the K-Series Back Office and navigate to Menu management > Accounting groups.
- Confirm that you have added your desired accounting groups and assigned each item to its relevant accounting group. These accounting groups will be used later in the account mapping section of the integration setup.
- From the navigation menu, go to Configuration > Settings > Payment methods.
- Confirm that you have added all payment methods accepted by your business to this section.
Enabling the Xero integration
- Log in to your K-Series Back Office and navigate to Integration > Accounting.
- In the Xero section, click More details.
- In the upper right corner, click Enable Xero.
- Enter the email address and password associated with your Xero account.
- Click Allow access and verify your company’s name before clicking Confirm.
- Follow the prompts to configure your settings. For help understanding the configuration settings, view the following section.
- Click Complete. Your Back Office data will sync with Xero at your specified sync time.
Understanding account mapping
Account mapping is important because it ensures that your records in Xero reflect the transactions processed on your POS. This allows you to easily reconcile your accounts and generate reports that accurately represent the financial health of your business.
|
Account mapping |
Description |
|
Sales - Accounts |
By default, your data is mapped at the product level. If you have accounting groups configured in Back Office, then the transactions will also be reconciled against the categories specified by these groups. |
|
Sales - Tax rates |
These correspond to your Back Office tax rates. |
|
Payments - Accounts |
These correspond to your Back Office payment methods. |
|
Sync schedule |
Select the start date for your sync and your time zone. Your data will sync every morning at midnight in your time zone. This time cannot be edited. |
FAQ
- Yes, both grouped and consolidated tax rates are supported.
- This integration only syncs sales data, such as product categories, transaction receipts, payment methods, and tax rates. On account sales and purchase orders do not currently sync to Xero.
- You may be able to enter this data manually. Contact Xero customer support for more information.
- Yes. To edit your sync settings, navigate to Integration > Accounting. In the Xero section, click More details and then select Go to sync settings.
- Currently, you can choose to receive data as a Manual Journal Entry. Invoices will be made available in a future update.
- No, Lightspeed Accounting syncs your total sales for the day.
- Click Go to sync settings next to the sync error to verify your account mapping and update your sync settings. If you need help troubleshooting the sync failure, contact Lightspeed Support.