QuickBooks integration

I. Purpose

This feature allows the restaurant to integrate botX POS with QuickBooks to manage accounting and financial operations more efficiently.

II. Instruction Steps

To integrate botX POS with QuickBooks, follow these steps:

1. In the management portal, go to Loyalty.

2. Open the Applications tab.

3. Scroll down to QuickBooks and click Install.

4. Click Install again to confirm.

5. Click the Edit icon to begin setup.

1. Sync Schedule

• Select the schedule for synchronizing data between botX and QuickBooks.

2. Notification Email

• Enter the email address that will receive synchronization and error notifications.

3. Select Posting Method

Choose how sales data is posted to QuickBooks.

a. Invoices by Items

1. Default sales account

   • Select the default sales account.

2. Map individual items

   • Click Map individual items.

   • Select the item you want to change.

   • Choose the corresponding QuickBooks account.

   • Click Save.

3. Default payment account

   • Select a default payment account.

4. Map individual payment types

   • Click Map individual payment types.

   • Select the payment method you want to change.

   • Choose the corresponding QuickBooks account.

   • Click Save.

5. Other settings

   • Configure additional required information.

   • Click Save to complete setup.

b. Invoices by Accounting Groups

1. Enable Invoices by accounting groups.

2. Enter:

   • QuickBooks sales display name

   • QuickBooks discount display name

3. Configure other required information.

4. Click Save.

✔ Once completed, botX POS will automatically sync sales data with QuickBooks based on your selected configuration.