Accounting connection
Give the day's sales a place in your books.
Bring the Retail closeout into your accounting routine. Connect the company, review the account mapping and follow the daily journal's sync history from the Retail settings.
Confirm which QuickBooks Online company belongs to the store and who can authorize access. For a multi-store business, discuss the location structure before connecting. Keep the account owner and the person who reviews the books involved in the same setup conversation.
Work through sales, taxes and tender accounts with your bookkeeper. Compare a sample daily journal with the corresponding Retail report before relying on it for routine reconciliation. Agree how refunds and other adjustments should be represented in your accounting review.
Make connection history part of the daily review, especially when a journal is missing or looks different from the source. Investigate an existing attempt before requesting another export. The accounting handoff supports bookkeeping; tax filing and accounting decisions remain part of your separate accounting process.
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