QuickBooks Integration | Point Of Sale

Introduction

The Point of Sale and QuickBooks integration connects your point of sale operations with QuickBooks accounting software, enabling smooth financial data flow and automating reconciliation processes.

Point of Sale & QuickBooks Integration Introduction

The Point of Sale and QuickBooks integration connects your point of sale operations with QuickBooks accounting software, enabling smooth financial data flow and automating reconciliation processes.

Direction: 1 Way (Point of Sale to QuickBooks)

Point of Sale to QuickBooks

Point of Sale	QuickBooks
Sales Invoices	Invoices
Credit Notes	Credit Memos
Payments	Payments
Products	Products and Services
Customers	Customers

Sync Entities

Customers

Customer sync is a one-way synchronization from Point of Sale to QuickBooks. When customers are created or updated in Point of Sale, they will be synced to QuickBooks.

Field Names

Point of Sale	QuickBooks
Customer Name	Display Name
First Name	Given Name
Last Name	Family Name
Company Name	Company Name
Email	Email
Phone	Phone
Billing Address	Billing Address
Shipping Address	Shipping Address
Tax Number	Tax ID

Products

Product sync is a one-way synchronization from Point of Sale to QuickBooks. Products created in Point of Sale will be synced to QuickBooks as Products and Services.

Field Names

Point of Sale	QuickBooks
Product Name	Name
Product Code	SKU
Description	Description
Sale Price	Rate
Product Type	Type (Inventory, Service, etc.)
Tax Rate	Tax Code
Purchase Price	Cost

Sales Documents

Sales documents created in Point of Sale are synchronized to QuickBooks. This includes sales invoices and credit notes.

Field Names - Sales Invoices

Point of Sale	QuickBooks
Invoice Number	Doc Number
Date	Date
Due Date	Due Date
Customer	Customer
Line Items	Line Items
Total	Total
Tax	Tax
Notes	Message

Payments

Payments recorded in Point of Sale are synchronized to QuickBooks and applied to the appropriate invoices.

Field Names

Point of Sale	QuickBooks
Payment Date	Payment Date
Payment Amount	Payment Amount
Payment Method	Payment Method
Reference	Reference Number
Invoice	Invoice Reference

Global Features

Synchronization Intervals

The integration synchronizes data at regular intervals:

Sales transactions: Every 30 minutes
Customer and product data: Every 2 hours

Integration Setup

Setting up the QuickBooks integration involves:

Authorizing Point of Sale to connect to your QuickBooks account
Mapping payment methods to QuickBooks payment methods
Configuring tax settings
Setting up income accounts for products and sales
Setting up deposit accounts for different payment methods