We all know that accounting and admin can be a very time consuming process. As a business owner, wouldn’t you rather be spending that time on growing your business, crafting your products or chatting to customers?
On our quest to make running your business as easy as possible we’ve integrated with cloud accounting platform, Xero. Currently in the Beta phase, the Yoco – Xero integration will simplify your admin and accounting.
Quentin, our resident CA, tells us more about what this integration means, how it can help and how you can be one of the first businesses to take advantage of it.
What is it?
If you use Yoco and Xero, all your sales information from Yoco will be updated into Xero – automatically!
How does this help you?
All cash and card transactions from Yoco automatically appear in Xero every day. These are represented as sales invoices, with the following information:
- Sum of credit card transactions (includes a link to the Yoco Business Portal, where you can see all individual transactions).
- Sum of cash transactions
- Total Yoco transaction fees for the day
- Yoco payment (the amount settled by Yoco into your account).
This saves you time with all your data seamlessly in one place. No more manual calculations or data entry!
How can you get set up?
If you currently use Yoco to accept payments and Xero for your accounting, fill in our contact form and we’ll be in touch to get you on board.
Not currently using any of these platforms? No worries! Fill out the contact form anyway and we’ll give you a call to help set you up on both.