Get Started With Sales Data Accounting Sync
Dernière mise à jour : 20 mai 2026, 14 h 34
Direct sync to QuickBooks Online from Toast Web and Toast Accounting.
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Sales Data Accounting Sync Overview
Sales Data Accounting Sync is a built-in connector in Toast Web that lets you sync your accounting data directly into your QuickBooks Online account. Syncing your accounting data with your accounting software can mean several things, depending on what Toast products and accounting systems you have.
- Assign one or more Toast POS locations to each connected QuickBooks Online company.
- Configure settings and create GL mappings between your QuickBooks Online companies and Toast POS.
- Automatically create and post journal entries to your connected QuickBooks Online account(s) each day for every business date.
Permissions needed:
Before setting up the integration, confirm that the following requirements are met:
- You must use a QuickBooks Online account. This integration does not support QuickBooks Desktop.
- In Toast Accounting, users must have the HR+ security role.
- In Toast Web, you must have 8.1 Financial Accounts enabled. For more information on permissions, see the Permissions Reference Guide.
- In QuickBooks Online, users must have the Primary Admin role (external link). To determine which version of QuickBooks you have, navigate to accounts.intuit.com and enter your QuickBooks login information. Check out this QuickBooks link (external link) for a video on this process.
- See this article (external link) for more information on QuickBooks user roles.
If you do not use QuickBooks Online and still want to bring your Toast Accounting data into your accounting system, Toast recommends the accounting GL module in Toast Accounting (Pro only). A GL by Level report can be exported and uploaded to accounting software systems outside of QuickBooks Online.
Contact Toast Accounting Customer Care using the blue chat icon in the lower-right corner of any Toast Accounting page for additional support regarding the GL module.
Connect Toast Accounting to QuickBooks Online via Toast Web
These videos help customers connect their QuickBooks account(s) to their pay groups in Toast Accounting and map GL codes from QuickBooks Online to accounting expenses and liabilities. Toast recommends reviewing and cleaning up your chart of accounts in QuickBooks Online before beginning this integration.
To prepare your chart of accounts:
- Deactivate unused or duplicate GL codes.
- Confirm naming conventions.
- Ensure your accountant has reviewed your structure, if applicable.
Toast cannot provide accounting advice. If you are unsure how your accounts should be structured, consult your CPA or accounting professional before proceeding.
- Select Log in to QuickBooks Online.
- In the secure pop-up window, enter your QuickBooks Online login credentials.
- If multiple locations exist in your QuickBooks Online account, select the correct location from the drop-down menu, then select Next.
- If the pop-up window does not appear, disable your pop-up blocker and try again.
- Select the checkbox for the Toast Accounting pay group(s) you want to connect to this QuickBooks Online account.
- In Toast Web, select Continue. The pay groups listed in this step match the ones Toast has mapped.
- Next, select your pay groups, then Continue. Note: This can be changed later in your sync settings.
Access Sales Data Accounting Sync
There are three different ways to access the Accounting Sync feature in Toast:
- Log in to Toast Web and navigate to Finance > Accounting > Connections.
- Log in to Toast Accounting and select Accounting from the left navigation menu.
- Select Connect to QuickBooks on the Confirmation step after submitting or posting accounting data.
Before continuing, verify that you are logged out of all QuickBooks Online accounts in every browser tab or window.
Sales Data Accounting Sync: Sales Settings
Note: Sales assignments must be completed for each POS location for its journal entries to be posted. Each POS location's line items (e.g., line items and sales categories) must be assigned to a GL code for its sales journal entries to post.
- Start date: All sales journal entries on or after this date will be posted. Check that entries haven't already been added to QuickBooks to avoid duplicates
- Discounts: Select how discounts should appear in the journal entries for these POS locations
- Journal update frequency: Toast checks for changes in recent sales and updates journal entries automatically. These updates will also appear in your accounting system.
- Posting method: Select how sales and credit card deposits are posted to your accounting system. Changes apply to future syncs and won't update entries that have already been synced.
- Cash Activity: Choose whether to include cash drawer activity when calculating sales entries. Changes apply to future syncs and won't update entries that were already synced.
- Payments/fee posting method: Select how credit card payments and processing fees should appear in journal entries.
Once all Sales settings have been configured, select Continue to assignments.
Sales breakout
Sales breakout is how the POS location's sales data will be grouped for journal entries. In this section, you can also select how classes are used for sales journal entries in QuickBooks Online. Select a default class for the location, or leave it blank. Line-item class selections will override this default.
Once your Sales breakout selections have been made, navigate through the remaining settings and select the GL code and Class from the designated drop-down menus in the following sections:
- Sales categories
- Service charges
- Tips
- Discounts
- Taxes
- Payments
- Withholdings
- Payment fees
- Deferrals
- Refunds
- Cash activity
- Adjustments
Once all settings are complete, select Save.