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<aside> 💡 Xero ****and Quickbooks (QB) are two premier cloud-based accounting platforms for streamlined financial management.

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<aside> ⚠️ This feature is available to anyone on Business tier or higher.

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1. Integrating Xero/QB in BETA

• How to…

2. Automatic Account Creation in Xero/QB Integration

When you integrate your BETA climbing gym software with Xero/Quickbooks, the system will automatically create specific accounts in Xero/Quickbooks to help manage your financial transactions. Here's what you need to know about these accounts:

Xero

1. BETALIAB

Quickbooks

1. BETALB

   This account is created for all current liabilities, such as deposits and unredeemed gift cards.

2. BETACURR

3. BETACR

                          This account is designed to manage all incoming payments.
   

4. BETASL{TAXRATE}

5. BETAS{TAXRATE}

   For each tax rate at which you sell products, a unique account is generated with the name

      above  followed by the applicable tax rate. These accounts help you categorise sales     
   
                                         transactions based on different tax rates.
   

This automated account creation process simplifies your financial management by ensuring that the correct accounts are set up in Xero, streamlining your accounting procedures. This way, you can maintain accurate records and efficiently track your financial data.

3. Contact the BETA Team After Integrating Xero/QB