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TryBooking Xero Integration

New Zealand’s leading online ticketing company now integrates with New Zealand’s leading online accounting software, saving you time and resources on reconciliation.

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Benefits of TryBooking Xero Integration

TryBooking’s Xero integration takes the headache out of accounting by automatically synching
all transaction data with Xero.

Easily track event revenue within Xero

Easily track event revenue within Xero

Automates reconciliation

Automates reconciliation

Retain ticket buyer data in Xero

Retain ticket buyer data in Xero

Automatically sync ticket sales, refunds, donations and gift certificates

Automatically sync ticket sales, refunds, donations and gift certificates

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How it works

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What gets synced

Ticket Sales
Ticket Sales
Refunds
Refunds
Gift Certificate purchase
Gift Certificate purchase
Gift Certificate redemptions
Gift Certificate redemptions
Discount and Promo codes
Discount and Promo codes
Processing fees
Processing fees
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Steps to get started

Connect TryBooking with Xero)

Step 1 - Connect TryBooking with Xero

Get started by navigating to “Integration tools” then “Xero integration” within the TryBooking portal. Click “Connect to Xero” to start.

When a popup appears “TryBooking would like to access your Xero data”, click "Allow Access" within Xero.

Select Xero Accounts and Tracking Codes)

Step 2 - Select Xero Accounts and Tracking Codes

We recommend setting TryBooking up as a bank account. This way your TryBooking balance should match the bank account within Xero. Select the bank account you wish to send transactions to.

Select Xero Accounts and Tracking Codes)

Step 3 - Select Xero Accounts and Tracking Codes

Minimum requirement is to select a Xero account for Ticket Sales and the TryBooking fees. If you use Donations, Gift Certificates or Promo codes we recommend you also select accounts here to ensure postings are successful. Note tracking codes can be also setup at the ticket level if you do not wish to use the default for certain events or ticket types.

Click Save and start receiving transactions)

Step 4 - Click Save and start receiving transactions

The integration is now live, TryBooking’s Xero integration is one way, immediately posting your ticket sales, refunds, gift certificates purchases and redemptions to Xero. For more information, check out our learning centre
article.

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About Xero

• 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.

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