Shortcuts + Xero
Shortcuts easy-to-use salon, clinic and barber shop management technology will help you do better business and increase your profits. Xero is world-leading online accounting software built for small business. Together, we help you reclaim your work/life balance.
Seamlessly integrate your Shortcuts system with Xero to make tax time a breeze. You’ll save hours of precious time by uploading all of your Shortcuts Fusion sales and payments into Xero at the click of a button, guaranteeing the accuracy of your data by eliminating human error. Coming soon – Shortcuts is partnering with Xero to help you do bookkeeping tasks faster, so you can enjoy more time doing the things that matter to you.
- Quick one-time setup to link Fusion to your Xero account
- Simple interface to map your Shortcuts sales and liability items to relevant Xero accounts
- Eliminate the need to give your bookkeeper a backup or access to Fusion in order to run reports and collate figures – keep your data secure!
- Reduce the time it takes to enter your daily figures into Xero
- Eliminate data entry errors
- Keeps accounting simple by uploading daily totals as opposed to each line item
- Upload figures for multiple days at a time
Check out these handy mapping tips
Will Shortcuts upload all of my transactions into Xero?
Shortcuts will send daily summaries of your sales, payments and refunds into your existing Xero account. We keep it uber simple for you by uploading a single invoice per day, along with a daily total for each payment type into the relevant accounts within Xero. If you ever need to see a break down of individual sales or payments you can refer back to the detailed reports within Shortcuts Fusion or Cloud Reporting that you are already familiar with.
Does Shortcuts upload my expenses too, or just sales summaries?
At the moment, Shortcuts + Xero only uploads sales summaries. The top-left and top-right sections of the Trading Summary should match what you see in your Xero invoice and bank account payments.
Shortcuts doesn’t upload petty cash expenses or cash movements which is why the Xero Cash payment may not match the ‘Banking’ figure in the End of Day Till Balance report if you have cash movements or expenses on a particular day. We may look at including expenses into the Xero upload in the future if this is something you’d love to see!
How does Shortcuts know which accounts to upload into Xero?
You have full control over which Shortcuts accounts map to which Xero accounts (check out our handy mapping tips to help you out). You’ll map your chart of accounts once, then at a click of a button every day, week or month it will securely upload your daily summaries into the appropriate invoices and accounts within Xero.
Why is Shortcuts + Xero only available in Australia?
The Shortcuts link with Xero only supports Australian tax at the moment. If there is a high demand for the Xero integration in other regions, of course we will look at expanding it further down the track to support the different accounting and tax requirements in those areas. Stay tuned!
Does Shortcuts + Xero cater for my tax exempt services or products too?
Yep! Shortcuts will pin-point if a service or product is marked as tax exempt and will upload to Xero accordingly. Xero will then calculate the relevant tax for you. Easy, right?
Why do my tax figures differ slightly between Shortcuts Fusion and Xero?
Xero calculates tax itself, so you may notice slight differences in tax figures between your Xero account and Shortcuts. This is completely normal and most likely something you are used to dealing with if you already upload summaries into Xero, so don’t stress!
To give you a better idea, Shortcuts calculates tax on every line in every sale. In reports, Shortcuts adds up the tax components from each line. Since Xero only holds a single total of each item type per day, it calculates the tax from a much larger number, so there can be minor differences in the rounding.
Still curious? Chat to your accountant or bookkeeper about minor differences in tax figures. If there are significant problems with tax, first check your accounts are mapped properly in the Shortcuts + Xero mapping screen, and double-check your Chart of Accounts within Xero have the right tax settings. If there are still a few baffling differences, please feel free to contact Shortcuts Helpdesk for more help.
Is Shortcuts + Xero compliant for Single Touch Payroll (STP)?
Shortcuts exports transaction summaries to Xero, not payroll. Xero supports thousands of businesses with their payroll and is compliant with STP (Single Touch Payroll) – you can find out more info from Xero here.
Ready to reclaim some free time by integrating Shortcuts with Xero to simplify and speed up your accounting? Of course you are! Fill out the form and we’ll be in touch.
Xero is world-leading online accounting software built for small business.
- Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
- Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims – from anywhere.
- Get paid faster with online invoicing. Send online invoices to your customers – and get updated when they’re opened.
- Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.