Imonggo User Manual
Back to Imonggo
  • Welcome to Imonggo
  • Getting Started
    • Logging In
    • Adding New Products
    • Making Your First Sale
    • Viewing Dashboard
    • Viewing Sales Report
  • Frequently Asked Questions
    • How do I change my password?
    • What are the different user roles?
    • Why do I have trouble logging in?
    • Why didn't I receive a confirmation email?
    • Can I use Imonggo to handle fast food or a restaurant business?
    • Can I use Imonggo for a mail order business?
    • How do I handle consignment sales?
    • Does Imonggo support serial number?
    • Does Imonggo support other languages?
    • Does Imonggo support multiple users?
    • Why are stock numbers sorted alphabetically rather than numerically?
    • Can I download Imonggo?
    • How do I change the transaction time?
    • How to display or compute change at the store?
    • How do I increase quantity on-hand?
    • Does Imonggo support multiple branches or locations?
    • Is Imonggo an e-commerce or shopping cart system?
    • Does Imonggo support seasonal business?
  • The Basics
    • Creating a Customer and Customer Group
    • Adding Items to an Order
    • Adding a Discount
    • Adding a customer to an Order
    • Adding Email upon Checkout
    • Setting up Promotions
    • Creating Suppliers
    • Creating and Approving Purchase Orders
    • Receiving Shipment from Supplier
    • Making Inventory Adjustments
    • Running Physical Count
    • Viewing Inventory Data
    • Accepting Returns
    • Setting up POS to Run Offline
    • Setting up your Printer with Imonggo
    • Modifying your invoice print out and using your local language
    • Changing your Password
    • Adding Custom Payment Types
    • Make a Layaway
    • Creating additional users, setting roles and restrictions
  • Reporting Features
    • Sales Dashboard
    • Sales Report
    • Products
    • Customers
    • Discount
    • Salesman
    • Payments
    • Deposits Collected
    • Points
    • Tax
    • Readings
  • Advanced Topics
    • Creating an E-commerce Store
    • Setting Up the Store
    • Utilizing Zones and Taxes Rates
    • Setting up Shipping
    • Batch Upload using Data Manager
    • Using Product Kits
    • Using Product Composition
    • Uploading Products, Updating Prices, Stock Quantity in Batch
    • Uploading Customers and Gift Certificates in Batch
    • Downloading Store's Data
    • Printing Barcodes and Price Tags
    • Setting Up Currency Symbol
    • Setting Up Tax Rates
    • Setting up a Loyalty Program
    • Using WorldPay Terminal with Imonggo
    • Using Dymo Label Printer
    • Connecting Imonggo to Shopify
    • Manage your Imonggo Subscriptions
    • Branch Pricing
    • Accepting Credit Card Payments with Stripe
    • Product Variants
    • Selling with Intermittent Internet
    • Connecting To Xero
  • Imonggo Companion Apps
    • Imonggo iPad
      • Getting Started with Imonggo for iPad
      • How to setup your Tax Settings on iPad
      • How to apply discounts
      • How to set up a printer for your iPad
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  1. Advanced Topics

Connecting To Xero

Xero provides Imonggo users with an easy way to track their business's finances.

PreviousSelling with Intermittent InternetNextImonggo Companion Apps

Last updated 2 years ago

Once you already have a Xero account, you have to set up a new tax and a chart of accounts.

Step 1:

First, you have to set up a new tax rate in Xero called No Tax. By setting the rate to 0%, we prevent Xero from performing any tax computations. This will avoid discrepancies made between Imonggo and Xero when rounding off while performing tax computations. Don’t worry, the tax collected is recorded in the current liability account you mapped to each tax rate.

Go to Settings -> General Settings and click Tax Rates. Click the New Tax Rate button, and create a tax rate called No Tax at 0%. Click Save.

Step 2:

To create each account, just click Add Account, and create one entry for each of the following: Sales, Cash, Credit Card, Debit Card, Gift Certificate, Check, Other, Deposits, and Points.

Copy the following settings for each account:

The account creation screen looks like the following:

Please make sure to that the "Show on Dashboard Watchlist" and "Show in Expense Claims" are off, and "Enable payments to this account" are on for every account. The description field is also optional, so you can choose to leave it blank.

Step 3:

After setting up the account for sales total and the payment types, you have to set up an account for each tax that you have. Click the Add Account button again to create a tax.

If you have a single tax, then you only have to create one tax account. You can follow the screenshot below:

If you have multiple taxes, just create one tax account for each additional tax. For example, if you have a Sin Tax, just click Add Account again to add it.

After setting up the accounts for revenue, payment types and taxes, you can start connecting your Imonggo account to Xero.

Step 1:

Before you can connect your Imonggo account, you have to turn on the API. The API, or the application program interface, helps Imonggo and Xero communicate. To turn it on, log-in to your Imonggo account and go to Settings -> Premium Feature Settings.

Add a checkmark to the API option, and click Save.

Step 2:

Step 3:

Login to your account and you should see an authorization screen. Choose the correct organization, and click Authorize. You will be redirected to Imonggo and you should see a new Xero Settings button.

Step 4:

Once redirected, click on the new Xero Settings button to see an account mapping popup.

Map the accounts as shown below.

Step 5:

Then you have to map the taxes. Go to Settings -> Manage Taxes. Click edit taxes on each tax to map the taxes, as shown.

If you have more than one tax, edit each tax to map it properly.

After integrating your Imonggo account to your Xero account, you can start uploading your daily sales summary to Xero. To do so, go to Office -> Sales Reports and click Post to Xero.

Click Submit on the resulting popup to confirm.

Congratulations, you have posted your sales to Xero.

Next, you have to create accounts for the sales total and the payment types. Log-in to your Xero account and go to Settings -> Chart of Accounts. You may create each account manually, or you may upload a CSV file. .

After turning on the API interface, go to Settings -> Add-Ons for Premium Members. You should now see the Xero option. Add a checkmark beside to select the Xero option, and click the Connect to Xero button. (You do not have to click the save button right away.) You will then be redirected to .

Download a sample here
www.xero.com