Guides: Toast sales in QuickBooks Desktop

Plain-English guides for restaurant owners and bookkeepers: how to book Toast sales in QuickBooks Desktop, connect apps to it, and fix the usual snags. Written by a restaurant owner who books his own stores this way.

Booking Toast sales in QuickBooks Desktop

• How to record Toast daily sales in QuickBooks DesktopWhich numbers to take from Toast, where each one goes, and a worked example that balances.
• Why Toast's sales and payments don't match for a dayOpen checks, late tabs and catering paid tomorrow: how to book the gap.
• How to record daily cash deposits and over/short in QuickBooks DesktopMake Deposits with a Cash Over/Short line, so the deposit matches the slip.
• How to import Toast sales into QuickBooks Desktop with an IIF fileThe file layout for a daily sales entry, and how to import it safely.

Toast

• How to get your Toast API access credentialsWho can create them, which plan you need, and which scopes to pick.
• How to send Toast's daily sales email to another addressContact settings, Add External Email, and which summary to pick.

Connecting to QuickBooks Desktop

• How to let an app connect to your QuickBooks Desktop company fileAnswering QuickBooks' permission prompt, and changing it later.
• Fix QuickBooks Desktop connection error 80040154 (class not registered)Usually a 64-bit app meeting QuickBooks 2021 or older, and an easy fix.

Using OK Book Sync

• Set up OK Book Sync, step by stepInstall, connect Toast and QuickBooks, check the accounts, send the first day.