When your POS system closes out each day, this workflow pulls your sales totals into QuickBooks Online and flags any gaps between expected and actual cash. You stop spending time every morning manually entering numbers and chasing down discrepancies.
Connect your POS system to Make as the trigger source
Set the trigger to fire when the daily close-out report is generated
Map POS sales fields (cash, card, tips) to matching QuickBooks Online income accounts
Add a step that compares expected cash total to actual drawer count
Set up an alert in Make to notify your manager if the difference is more than $10
Create a free account to get the steps written out for your tools, click by click.
Create a free accountCut down the time you spend on daily reconciliation and catch cash discrepancies the same day they happen.
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