QuickBooks Online and Toast Integration Tutorial

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Toast does not have a good integration with QuickBooks this video will help you record all your toast expenses, sales tax, gift card liability using an alternative method.
This is a step by step tutorial to help you succeed recording your monthly income and expenses from toast.
For a one on one tutorial, clean up or catch up work, or ongoing bookkeeping please contact us at:
www.thebookkeepingxperts.com
qboxperts@gmail.com
407 504 9828

Опубликовано:

11 сен 2024

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Комментарии : 14

@adil.abbasi1.0 3 месяца назад

Great lesson as always. Thanks for sharing such high value info. I would request you cover Shopify and Amazon/QuickBooks topics. Also if you could explain how to understand their sales reports.

@ClaudiaXperts 3 месяца назад

Thank you, I will cover those Shopify is next!

@adil.abbasi1.0 3 месяца назад

@@ClaudiaXperts thanks, and using sales summary function in QB too

@Umie-p7c 3 месяца назад

As Usual, It's useful. Thank You !! 😊

@ClaudiaXperts 3 месяца назад

You are very welcome!

@danildaruiz2287 24 дня назад

Hello, I am confused here. Why do we enter the gross sales when that has the tips collected as well? the actual sales are the gross sales minus the tips which will then give us an actual picture of our daily/monthly revenues. To match it with Toast we should then take the gross sales minus the tips and that is what our revenues should be. can you please clarify?

@ClaudiaXperts 21 день назад

Hi Dan this information is taken from the Toast reports. Please note that the tips is a liability in the balance sheet. So we credited the liability account to match what in the Toast report. We are not making up those numbers they are coming from Toast. The tips liability is removed when tips are paid to employees. They are never recorded in the Profit and Loss

@heathersimon5917 3 месяца назад

Working on QBO for a food truck. In the clearance account you mentioned recording income and expenses for Toast. For example, there are monthly fees associated with using the toast POS system automatically debited from the bank account. Should that be recorded under the clearance account? When recording September sales and adding the bank settlement deposits the clearance account has a balance. You mentioned it should zero out.

@ClaudiaXperts 3 месяца назад

Hi Heather if the monthly fees are going through your checking account you just categorize from the bank feed no need to enter in the clearance account. At times clearance may hold funds, therefore, there will be a different till the funds are released.

@RestaurantAccountantInHell 20 дней назад

Working in Xtrachef & QBO- are there any experts out there with experience mapping COGS & Sales in Xtrachef to QBO? Please help if at all possible, I am willing to pay an expert to help with this. I am new to restaurant accounting and need to get my P&L correct. Please help! :)

@ClaudiaXperts 20 дней назад

We can help

@ClaudiaXperts 20 дней назад

I am specialized in QuickBooks integration we can look at it to see what is going on.