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Integrations | Lightspeed to Xero Configuration

Lisette Wingelaar

Modified on: Wed, 12 Jun, 2024 at 12:22 PM

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Below the mapping table for how Lightspeed & Pooltrackr transactions post to Xero accounts.

Setting	Selection	Comments

Register Closure Settings	Summary by Account Code

Sales Tax
GST (10%)	GST on Income
No Tax (0%)	GST Free Income

Accounts for Products
Default sales account	4000-000 - Sales	Account type: Revenue

On Account Sales
Invoices payment date	None - Due immediately

Expenses
Send invoices as	Approved
Record inventory purchases as	Asset
On-hand inventory	1400-001 - Inventory	Account Type: Current Asset, Enable payments to this account
COGS	5000-100 - Cost of Goods Sold	Account Type: Direct Costs

Payment Types
Default payment account	1004-001 - Undeposited Funds	Account Type: Current Asset, Enable payments to this account
Map individual payment types	Yes
Cash	1003-001 - Cash On Hand per location	Account Type: Current Asset, Enable payments to this account
Windcave	1004-001 - Undeposited Funds	Account Type: Current Asset, Enable payments to this account
Refunds	1500-006 - Refunds Payable	Account Type: Current Asset, Enable payments to this account
Discounts	4000-400 - Discounts Given	Account Type: Revenue
Till payment discrepancies	6010-203 - Cash Shortages and Differences	Account Type: Expense
Rounding	6900-008 - Rounding Gain/Loss	Account Type: Expense

Loyalty
Liabilities	2500-009 - Lightspeed Loyalty LIA	Account Type: Current Liability, Enable payments to this account
Expense	6210-007 - Lightspeed Loyalty EXP	Account Type: Expense, Enable payments to this account

Store Credit
Liabilities	2500-008 - Lightspeed Store Credit LIA	Account Type: Current Liability, Enable payments to this account
Expense	6210-006 - Lightspeed Store Credit EXP	Account Type: Expense, Enable payments to this account

Accounts for Cash Management
Petty cash	6220-007 - Petty Cash EXP	Need an expense account
Cash in/out	1300-200 - Cash Float	Account Type: Current Asset, Enable payments to this account
Cash float	1300-200 - Cash Float	Account Type: Current Asset

Tracking Categories
Enable Tracking Categories	Yes