Automated daily sales export to accounting software

Purpose

1.1. Automate daily extraction of sales data from POS systems to reduce manual entry and error rates.
1.2. Automatedly transfer sales reports into accounting solutions for real-time revenue tracking, reconciliation, and compliance.
1.3. Automate historical sales data aggregation for British restaurant financial analytics and performance reviews.
1.4. Support automating VAT, tax calculations, and reporting to meet regulatory requirements without manual intervention.

Trigger Conditions

2.1. Scheduled daily export (e.g., at 2:00 AM after close-of-business).
2.2. Automated trigger upon close-out on POS system.
2.3. Manual trigger option for ad-hoc report automation.
2.4. Event-driven automation from sales threshold or unusual transaction patterns.

Platform Variants

3.1. Square
• Feature/Setting: Sales Export API / automated "Report.Export.run" action, configure with accounting software endpoint.
3.2. Lightspeed POS
• Feature/Setting: Scheduler + Export Sales Data API, set up endpoint for target accounting system.
3.3. Toast POS
• Feature/Setting: Automated nightly report via "Export Sales" feature to SFTP/API webhook.
3.4. Revel Systems
• Feature/Setting: Automated Data Connector for "Sales Summary" to cloud accounting APIs.
3.5. TouchBistro
• Feature/Setting: "Daily Sales Export", configure outgoing email/FTP transfer.
3.6. Xero
• Feature/Setting: API endpoint "/invoices.post" for automated data import.
3.7. QuickBooks Online
• Feature/Setting: "Create SalesReceipt" endpoint in REST API for automated insertion.
3.8. Sage Business Cloud
• Feature/Setting: Automated "POST /sales_invoices" API data feed.
3.9. FreeAgent
• Feature/Setting: "POST /invoices" API setup, automation for daily sales ingestion.
3.10. KashFlow
• Feature/Setting: Automated Import tool via API "Invoices/Insert".
3.11. FreshBooks
• Feature/Setting: "New Invoice" API, configured with automated field mapping.
3.12. Wave
• Feature/Setting: Zapier Integration / REST API for automated sales entry creation.
3.13. Zoho Books
• Feature/Setting: API v3 "/salesorders" automation with scheduler.
3.14. Soldo
• Feature/Setting: "Transactions API" for upload and auto-reconciliation.
3.15. Oracle NetSuite
• Feature/Setting: REST/SOAP Integration for automated "Sales Order" creation.
3.16. MYOB
• Feature/Setting: API "/Sale/Invoice/Item" automation configured per business logic.
3.17. SAP Business One
• Feature/Setting: Service Layer "SalesOrdersService" automated batch processing.
3.18. Microsoft Dynamics 365 Business Central
• Feature/Setting: API "/salesInvoices" for automated daily ingestion.
3.19. QuickFile
• Feature/Setting: API "/invoice/create" set to nightly automated trigger.
3.20. Exact Online
• Feature/Setting: "salesinvoice" endpoint automation, scheduler configuration.
3.21. Receipt Bank (Dext)
• Feature/Setting: "Sales Automation" feature—configure monitored source folder/API listener.
3.22. Expensify
• Feature/Setting: Policy Automation, "Create Expense Report" for sales data daily.

Benefits

4.1. Automates repetitive daily export tasks, reducing labour burden.
4.2. Minimizes risk of manual data entry errors or omissions by automating data flows.
4.3. Increases timeliness, providing up-to-date and accurate financial insights automatedly.
4.4. Supports automating compliance by ensuring transactions are logged and reported consistently.
4.5. Automates integration across mixed software stacks typical in British cuisine restaurants, supporting scalability.