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Daily sales into QuickBooks, without retyping a number.

Our restaurant group runs 5+ stores on two different POS systems, Toast and Clover, with books in QuickBooks Online and QuickBooks Desktop. Every day, someone typed each store's sales into QuickBooks by hand. We replaced the typing with a quick check and one click.

10 minof typing per store, every day, before
300+ hrsof manual entry a year across 5+ stores
0numbers typed now. A person checks each entry and clicks submit.

Before: 10 minutes a store, every day

  1. Open the day's sales summary in Toast or Clover, one store at a time.
  2. Pick out sales by category, sales tax, tips and each payment type.
  3. Type them into a QuickBooks journal entry and make sure it balances.
  4. Repeat for the next store. Every day, for 5+ stores.

At about 10 minutes a store, that's more than 300 hours a year spent retyping numbers that already exist in another system. A typo in any of them means hunting for it later, when the books don't match the bank.

After: a quick check and one click

  1. Pull. Each store's sales for the day come straight from Toast or Clover.
  2. Build. The system builds one journal entry per store: sales by category, sales tax, tips and payment types, each mapped to its QuickBooks account.
  3. Check. A person reviews the entry. Nothing posts until they approve it.
  4. Submit. One click sends it to QuickBooks Online or QuickBooks Desktop.
What the check looks like. Sample numbers.

How it connects

ToastPOS
CloverPOS
Daily sales aggregatorbuilds each journal entry
A person checks itapprove before posting
QuickBooksOnline or Desktop

Two POS systems and both editions of QuickBooks go through the same daily routine.

Why a person still checks each entry

Nothing posts on its own. The person who used to type the numbers now reviews them instead, so every entry gets a look before it reaches the books.

Could this work for your business?

If someone on your team copies numbers from one system into another every day, probably. A single POS-to-QuickBooks connection like this usually fits an Automation Sprint, starting at $2,500, with a fixed price after a short discovery call.

What's one workflow you'd like to disappear?

Tell us how it works today. Within two business days, you'll get our honest take on what we'd build and what it would cost.

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