Sales
- A sale is completed at the till.
- It becomes a sales receipt in QuickBooks.
- The money is recorded in your cash, M-Pesa or card account, depending on how the customer paid. A split payment goes to the account of the method that took the most.
Your sales reach your accounts without anyone typing them in.
Every sale, refund and till expense in WebpinnPOS is sent to QuickBooks Online within a minute, with the money in the right account for how the customer paid. Xero is coming soon.
You choose the accounts once. After that each transaction is posted on its own, as it happens, so your accountant sees the same figures your till does.
Amounts are sent as the customer paid them: VAT included, and after any discount or loyalty points.
| Data | Sent? | How |
|---|---|---|
| Sales | POS → accounts | One sales receipt per sale, within a minute |
| PaymentsCash, M-Pesa, card, other | POS → accounts | Each method goes to the account you chose for it. Card and other methods can share the cash account |
| Refunds | POS → accounts | A refund receipt, paid from the account the sale went into |
| Till expenses | POS → accounts | Money spent from cash, in the account for its category |
| Customers | No | Receipts are not linked to a QuickBooks customer; customer detail stays in WebpinnPOS |
| Product list and stock value | No | Sales are posted to your sales income account, not to individual items, and cost of goods sold is not posted |
| Stock transfers between branches | No | Moving stock between your own branches does not change your books |
| Supplier bills | No | Entered in QuickBooks by you or your accountant |
You sign in to QuickBooks and allow the connection. There are no keys to copy.
Ask us on WhatsApp or through Contact and we turn on the QuickBooks add-on for your shop. It is KES 200 a month.
Go to Integrations, click Connect QuickBooks, sign in and allow WebpinnPOS to add transactions.
Pick your sales income account, your cash and M-Pesa accounts, and where each kind of expense should go. Your accountant can do this with you.
New sales appear in QuickBooks within a minute. The Live Sync Dashboard shows each one and anything that failed.
If your accountant works in Xero, leave your email and we will tell you when it is ready. The more shops ask, the sooner it arrives.
A daily close checklist for cashiers and owners, so the figures you send to your accounts are right in the first place.
Read the guideConnect QuickBooks and let every sale, refund and expense arrive on its own.
14 days free. No credit card required.