Sync sales and payment data to accounting software

Purpose

 1.1. Ensure accurate and timely transfer of sales and payment transactions from POS/e-commerce to accounting ledgers.
 1.2. Automate reconciliation, invoice posting, revenue recognition, and tax calculation in real-time.
 1.3. Reduce manual entry errors, speed up reporting, and maintain up-to-date financial visibility for appliance retail operations.
 1.4. Enable compliance with financial regulations and streamline audits.
 1.5. Provide synchronized data for decision-making and forecasting.

Trigger Conditions

 2.1. New sale recorded in POS or e-commerce platform.
 2.2. Payment confirmation received (credit card, bank, cash).
 2.3. Refund or cancellation processed.
 2.4. Close of daily sales batch or store register.
 2.5. Upload of manual sales file (CSV/Excel).

Platform Variants

 3.1. Shopify
 • API: Orders/Transactions webhook; set up HTTP callback on new order completion.
 3.2. Square
 • Endpoint: Payments API — v2/payments and v2/orders webhooks for completed or refunded transactions.
 3.3. Lightspeed Retail
 • Feature: Webhooks — register for "sale.create" and "sale.update" events for instant sync.
 3.4. WooCommerce
 • API: Webhook on "order.completed" or "order.refunded"; POST data to automation pipeline.
 3.5. QuickBooks Online
 • API: CreateSalesReceipt, CreatePayment, or CreateJournalEntry for accounting entries.
 3.6. Xero
 • Endpoint: POST to /invoices (Sales Invoices) and /payments for transaction logging.
 3.7. Stripe
 • Webhook: Listen for "payment_intent.succeeded" and "charge.refunded" for receipt and refund sync.
 3.8. PayPal
 • Feature: Instant Payment Notification (IPN) or Webhooks on "sale completed" events.
 3.9. Square POS
 • API: Sync sale details from v2/transactions or v2/payments on register close.
 3.10. Sage Business Cloud
 • Endpoint: Sales_Transaction API for posting invoices/payments.
 3.11. Zoho Books
 • Feature: SalesOrder and PaymentReceived APIs; push incoming sales data.
 3.12. Microsoft Dynamics 365 Business Central
 • API: SalesInvoices and CustomerPayments endpoints for posting data programmatically.
 3.13. Oracle NetSuite
 • Web Services: use record.add or record.update for Invoice and Payment objects.
 3.14. FreshBooks
 • Endpoint: POST to /invoices and /payments endpoints for real-time sync.
 3.15. SAP Business One
 • Service Layer: B1SL — POST to Invoices and IncomingPayments services.
 3.16. MYOB
 • API: /Sale/Invoice/Item and /Sale/CustomerPayment endpoints on event trigger.
 3.17. Clover POS
 • Webhook: Listen for "order.created" and "payment.processed" to start sync.
 3.18. Magento
 • API: SalesOrder and Invoice webhooks to extract completed orders and transmit.
 3.19. Vend (now Lightspeed)
 • Webhook: "sale.created" and "payment.created" events for automation flow.
 3.20. Toast POS (for retail cafes with appliances)
 • API: Partner Connect webhooks on "order.complete" and "payment.settled".

Benefits

 4.1. Eliminates data entry lag between sales/payment systems and accounting.
 4.2. Detected errors and mismatches can trigger alerts for review or correction.
 4.3. Enables near-instant financial snapshots for management and compliance.
 4.4. Enhances accuracy in tax filing, commission calculation, and profitability tracking.
 4.5. Reduces operational costs and speeds up monthly/quarterly closes.