Integrate POS data with accounting software

Purpose

1.1. Automate real-time syncing of POS sales data with accounting software for seamless financial tracking, reconciliation, and reporting.
1.2. Eliminate manual data entry to prevent human errors and accelerate bookkeeping closure for the Japanese cuisine restaurant segment.
1.3. Standardize tax handling across sales channels, automate chart-of-accounts mapping, and enable expense/income reporting by menu item, time, or staff.
1.4. Ensure all orders, payments, refunds, and discounts are auto-reflected in P&L, sales tax, and inventory statements.

Trigger Conditions

2.1. New sales order completed at POS terminal.
2.2. Refund or void transaction initiated.
2.3. Daily POS closure/z-report generated.
2.4. Data change for item price, tax, or payment method at the POS.

Platform Variants

3.1. Square
• Feature/Setting: Orders webhook & Payments API; configure webhook to fire on completed payment; push JSON to accounting endpoint.
3.2. Toast POS
• Feature/Setting: Restaurant API; subscribe to orders.completed event and sync via REST API.
3.3. Lightspeed
• Feature/Setting: Orders export; setup direct API pull via /orders endpoint after transaction close.
3.4. Revel Systems
• Feature/Setting: Data Connector API; trigger sync using receipts.created event.
3.5. Clover
• Feature/Setting: Payments API; webhook for payment.complete, map fields to accounting.
3.6. Shopify POS
• Feature/Setting: Webhooks for sales/order events; auto-post to accounting via /admin/orders/ API.
3.7. Vend (Now Lightspeed Retail X)
• Feature/Setting: Receipts endpoint; poll or subscribe to sale.completed events for sync.
3.8. TouchBistro
• Feature/Setting: Reporting API; scheduled job triggers daily gross/net summary push.
3.9. Upserve
• Feature/Setting: Sales export waiter; call /api/v3/reports/sales-summary.
3.10. QuickBooks Online
• Feature/Setting: SalesReceipt API; insert sales receipts via /v3/company/{companyId}/salesreceipt.
3.11. Xero
• Feature/Setting: Invoices endpoint; create Sales Invoice via POST /api.xro/2.0/Invoices.
3.12. Sage Business Cloud
• Feature/Setting: SalesInvoices API; POST JSON order data to /accounts/v1/sales_invoices.
3.13. FreshBooks
• Feature/Setting: Create invoice via /accounting/account/{account_id}/invoices/invoices
3.14. NetSuite
• Feature/Setting: RESTlet for automated CustomerInvoice creation.
3.15. Zoho Books
• Feature/Setting: Sales Invoice API; POST to /v3/salesinvoices for each POS order.
3.16. Oracle Fusion Cloud
• Feature/Setting: Receivables Invoice API integration endpoint.
3.17. SAP Business One
• Feature/Setting: Service Layer OData API; add AR Invoice entity on POS event.
3.18. Microsoft Dynamics 365
• Feature/Setting: SalesOrder API; integrate via POST /api/data/v9.1/salesorders.
3.19. Wave Accounting
• Feature/Setting: Transaction creation via /businesses/{business_id}/transactions API.
3.20. MYOB
• Feature/Setting: POST Sales Invoice to /accountright/{guid}/Sale/Invoice/Service endpoint.

Benefits

4.1. Eliminates manual entry, saving staff hours and preventing errors.
4.2. Real-time revenue tracking for agile financial management.
4.3. Ensures up-to-date ledgers for compliance and audit readiness.
4.4. Uniform handling of tax, split payments, and refunds.
4.5. Enables granular analysis across menu items, shifts, and staff, driving profitability decisions.