Match Toast Sales Categories to Your Accounting System's GL Codes

If I'm syncing sales information from Toast to my accounting system/software, what do I need to map or link to each of my GL codes?

When it comes to syncing your accounting information from Toast, use these definitions to identify key terms that will be used here.

• Sales category: in Toast POS a sales category is a high-level label used to organize menu items into logical financial groups.
• Location: In Toast Web, Toast Payroll, and xtraCHEF, a location represents a single, physically distinct restaurant or business establishment.
• GL code: In Toast Web, Toast Payroll, xtraCHEF, and QuickBooks Online, a GL code is a numerical identifier assigned to an account for quick reference and organization.
• Sales journal entry: In Toast Web, xtraCHEF, and QuickBooks Online, a sales journal entry contains data to submit to the general ledger in QuickBooks Online.
• GL Account type: In Toast Web and QuickBooks Online, a GL account type is a setting to dictate how QuickBooks Online classifies your data for financial reporting.
• Chart of accounts: In QuickBooks Online, this is a list of financial accounts and reference numbers, grouped into categories, such as assets, liabilities, equity, revenue, and expenses. It is used to record transactions in the organization's general ledger.

With a better understanding of the terms used in accounting syncing, take a look at an outline of the Sales Summary report in Toast Web and all the categories you will need to map:

• Get Started With Sales Accounting Sync
• Manages Sales Accounting Sync
• Get Help With Accounting Sync