Business systems
How to connect your POS and accounting software
Decide how sales, refunds and payments should move from your till to your books.
Map what needs to move between systems
Decide whether the accounting system needs individual sales or daily totals. List how your business records discounts, refunds, and each payment method. Check which fields the two systems can exchange before choosing a connector or import process.
Test a sample day
Use a day that includes a refund and more than one payment method. Compare the POS report with the imported entries and check whether a repeated import creates duplicates. Ask your bookkeeper to review the result before you use it for live records.
Plan for exceptions
Agree who checks for failed imports and how they will correct a mismatch. When reviewing deposits, account for timing differences and any fees shown on the processor statement. Keep a short written checklist for the team that runs the daily close.