1. What does the Xero integration do?
The integration allows you to automatically reconcile deposits from your Momence account into Xero. Each deposit is broken down by revenue category, helping you understand where each dollar came from and simplifying your accounting workflow.
2. How can this save me time?
Reduces the need for manual bookkeeping and admin work
Eliminates common manual errors in revenue tracking
Provides a clear view of your finances
Works alongside QuickBooks if you use both systems
3. How do I set up the Xero integration?
Go to Apps & Integrations > App Store > Activate Automated Bookkeeping
Once activated, navigate to Finances > Bookkeeping > Connect > Xero
You’ll see a list of Momence revenue categories and the default account mapping in Xero
Use the dropdowns to assign your own Xero accounts or classes to each category
Save your changes - all future deposits will sync according to this mapping
4. Can I map multiple items or categories to a single Xero account?
Yes. You can group multiple revenue categories (e.g., class packs, recurring memberships, virtual vs. in-person classes) under a single Xero account or class.
Navigate to Finances > Bookkeeping > Connect > Xero
Click the dropdown next to a category
Select all items you want to group
Click + Assign and select the appropriate Xero account or class
5. How does the integration handle VAT / sales tax?
Currently, VAT and transaction fees are not broken out automatically. You’ll need to reconcile these manually within Xero.
Base price, VAT amount, and fee amounts are all sent to a single account
You can use Xero tracking categories to help pull reports and organize transactions
For guidance on reports, see Xero’s Tracking Summary Report
6. Can I change the default Xero account that Momence uses?
Yes. On the integration page in Momence, you can assign revenue categories to different Xero accounts or classes.
Note: Some users see only a default account code - ensure you are on the latest integration page where dropdown mapping is available
7. Can I reconcile payments by store location or other tracking categories?
Yes. Xero’s tracking categories can be used to filter and report by location, class type, or any other dimension you want to track. Assign these during the mapping step in Momence.
8. Are card fees and other charges included in the Xero sync?
Not yet. Currently, all revenue is sent to one account, and card fees are not separately reported. You can use Xero’s tracking categories to reconcile manually in the meantime
9. What happens once a deposit is reconciled in Xero?
Once mapped, each deposit from Momence will flow into Xero according to your configured accounts and categories. Micro-level categorization ensures revenue breakdowns stay clear and consistent with your accounting preferences.
10. Who should use the Xero integration?
Businesses looking to automate reconciliation without a bookkeeper
Teams that want detailed revenue insights and simplified financial reporting
Anyone already using Xero and looking to sync Momence revenue categories directly