Manage Sales Accounting Sync

Last updated: Jun 11, 2026, 2:07 PM

Learn how to manage Sales Accounting Sync.

  • Toast Sales Accounting Sync is in limited release with Toast Retail customers. Check back for updates. 
  • Looking for Payroll Accounting Sync? See Manage the Payroll Accounting Sync.

 

In this Article: 

 

Note: Before you look over this article, be sure to review and follow the steps in Get Started With Sales Accounting Sync for setup instructions. 

 

Now that you have set up Toast Accounting Sync, learn how to manage:

  • Accounting Connections
    • Connected Accounts
    • GL Codes
    • Classes

 

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Sales Accounting Sync: Accounting Connections

To access Accounting connections in Toast Web, navigate to Financial products > Accounting > Connections. Here, you will be able to manage your Toast Web connected QuickBooks Online accounts.

 

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Connected Accounts

Quickly view the connection status and the associated POS location(s) here.

  • Take note of the QuickBooks connection status field here. It should read Connected.
  • Select the edit pencil to connect or disconnect POS location(s) from this QuickBooks Online account.
  • Select the three dots (overflow) menu to reconnect or re-establish the connection. You may need to do this when there is a lapse in billing, when some QuickBooks Online errors occur, or when you change your QuickBooks Online credentials (email and/or password).
     

If you would like to link a new QuickBooks Online account to Toast, navigate to Finance > Accounting > Connections and select Add QuickBooks Online account.

 

If this page is empty, no QuickBooks Online accounts have been connected yet.

 

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GL Codes

If applicable, begin by selecting a QuickBooks account from the drop-down menu in the upper-left corner to find a list of GL codes in your QuickBooks Online account. Use the Show drop-down menu to view Active only, Inactive only, or All GL codes (the default is Active only). Then use the search bar to quickly locate the code or account type you need. 

 

Each column here contains information imported from your QuickBooks Online account. You can select the edit pencil to update a GL code or its properties; this will also update the code in your QuickBooks Online account. Similarly, select +Add GL code to create a new GL code in both Toast and QuickBooks Online. If you have new GL codes in your QuickBooks Online account, you can easily bring them into Toast by selecting Sync from QuickBooks Online.

 

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Classes 

You might also see a third tab on this page if your business has classes configured in QuickBooks Online. This page uses the same functions as the GL codes tab, so you can easily pull up your classes and edit their properties. Any edits made to your classes in Toast Web will sync to your QuickBooks Online account.

 

Class tracking is an option for customers who use QuickBooks Online. Classes are different from GL codes and are typically used by customers with multiple locations. Visit Get started with class tracking (external link) for more details.

 

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