It used to be a pretty big deal to sync a point of sale system with an accounting platform but if you adhere to some basic rules, it can be fairly straightforward. There are several benefits realized when you send information automatically between your POS and accounting systems:
- Reduce the chance of transcription errors- Remember that number 6 you entered that should have been a 9? Those errors are much less likely to occur when using automatic data transfer.
- Reduce data omissions-Did you forget to enter that last transaction yesterday?! Again, data omissions are greatly reduced through the syncing process.
- Change the focus of accounting labour- You can now shift the focus from manual data entry to analyzing performance or improving workflows.
3 Tips to Ensure a Smooth Integration
The most important thing to remember is to use all the safety checks available and run some tests!
- Be very comfortable with the workflow and map out what/how information will flow between the POS and your accounting software. Call POS support if you don’t understand. They are there to support the process.
- Double check your account mapping.
- Run a TEST!
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