Combined Reporting: POS Systems + QuickBooks
How do you get one set of numbers you can trust? askotter reads POS Systems and QuickBooks together and answers it for your business, by text.
How does combined reporting with POS Systems and QuickBooks work for a small business?
askotter reads POS Systems and QuickBooks side by side so it can combine your accounts into one clean report you can ask questions of. One report covering every connected account, cleaned up and answerable by text.
Read the full answerShow less
The owner asks follow-up questions by text.
- From POS Systems
- Transaction data, Product-level sales, Customer identification.
- From QuickBooks
- Income and expense data, Accounts receivable/payable, Cash flow statements.
- Status
- POS Systems and QuickBooks are on the integration roadmap, so the matching described here starts when that connector ships.
- Not for
- Replacing POS Systems or QuickBooks. Both keep working exactly as they do now.
How do you get one set of numbers you can trust?
GA4 says one thing, Stripe says another, and your booking system disagrees with both. Matching them by hand takes hours, and the answer is still fuzzy.
How askotter handles it
askotter reads POS Systems and QuickBooks side by side, so it can combine your accounts into one clean report you can ask questions of.
A person checks the result before it reaches you. This is part of our local SEO services work.
How POS Systems and QuickBooks records line up
POS Systems and QuickBooks both store the customer's email address. askotter lowercases and trims it on both sides before matching, so the same person shows up as one customer across the two tools.
Both tools can hold a phone number. Numbers are normalised to one international format before matching, which catches customers who never gave an email.
Shared between the two: the customer email address and the phone number.
What combined reporting uses from each
Combined reporting needs a shared identifier or a shared time grain.
From POS Systems that means receipt emails and loyalty phone numbers. From QuickBooks it means customer emails and invoice numbers.
POS Systems and QuickBooks are on the integration roadmap, so the matching described here starts when that connector ships.
What each tool sees on its ownShow less
POS Systems on its own
A POS sees the sale at the counter. It only knows who bought when the customer gave a phone number or email for a receipt or loyalty account.
Timing. Many POS systems settle and export transactions in end-of-day batches.
Access. The POS vendor's API where one exists, or a daily export.
QuickBooks on its own
QuickBooks sees what was billed and paid. It has no idea which marketing produced the customer.
Timing. QuickBooks shows revenue when invoices and sales receipts are entered, which can trail the sale in a busy month.
Access. The QuickBooks Online Accounting API with read-only OAuth access.
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- How to Measure Marketing ROI When You're Not a Data Scientist. The right questions can do the work of a data team.
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Questions about POS Systems + QuickBooks
Do I need a developer to connect POS Systems and QuickBooks?
How is askotter's Combined Reporting different from what POS Systems shows on its own?
POS Systems + QuickBooks is coming soon
Talk to us about your timeline, and we will confirm the launch date before you commit.
Self-managed is $99/mo and scales with the compute you use. Our team runs it from $600/mo.