POS Accounting Integration

The POS Accounting integration streamlines your accounting processes by automating data transfer, eliminating manual data entry and errors, and ensuring accurate and timely financial reporting. Ideal for businesses seeking efficiency and smarter decision-making, it enables you to share your MyTime ticket data with over 30 different accounting software services, including QuickBooks, Xero, Gusto, and more. In this article, we will guide you through the process of integrating MyTime with your accounting software. 

Things to know:

• This integration requires an add-on subscription. Please contact the MyTime support team at support@mytime.com or reach out to your account manager for assistance.

• Benefits:

  • Automated Data Transfer: Seamlessly syncs sales data with your accounting software, reducing the need for manual data entry.

  • Enhanced Financial Accuracy: Ensures that your financial records are always up-to-date and accurate, minimizing errors.

  • Efficiency and Time Savings: Frees up valuable time that can be redirected towards strategic tasks like financial analysis and business planning.

• For franchise businesses, accounting integration is only available at the child level and not at the parent level.
• The data (taxable and non-taxable sales, discounts, refunds, etc) will be automatically sent every night from MyTime to your accounting software.
• Royalty, loyalty, and reopened tickets are not currently handled by POS accounting.

POS Accounting Integration 

Once the subscription has been added to your account, follow the steps below to integrate MyTime with your accounting software:

1. Navigate to Business Setup > Settings
2. Click the Partner Integration tab 
3. Locate the "Accounting Integration" section and click the "Configure Accounting Integration" button     
4. The page will be refreshed. Click the Go to MyTime POS Accounting Partner link
5. You will be directed to a new tab where a list of your company’s locations will be displayed. Click "Edit Mapping" next to the location you want to configure                                                                                                           
6. On the MyTime Accounting page, click "Connect" below the accounting software of your choice
7. Log in to your accounting software using your credentials or create a new account 
8. Once signed in, you will be directed to the first step in completing your integration, click "Connect"  
9. A confirmation message will be displayed with instructions to close the window
10. You will then be redirected to the MyTime Accounting page displaying the successful connection (See the example below of a QuickBooks connection)
11. Click the "Move to Dashboard" link. Here you can:
    
    • Complete the posting type, notification email, and phone number fields
    • Select your posting method 
12. Follow the instructions on the website
13. Save Changes 

Support for POS Accounting Integration

Once you have completed your mapping, if you have any questions or need assistance with your integration process, you can get support by following the steps below:

1. From the MyTime Accounting page > Move to Dashboard
2. There will be two options to get support:
   • Clicking "Schedule time with Integration Developer to get help on setup"
   • Opening the Chatbot

For additional support regarding the POS Accounting integration, you can contact support@posaccounting.zendesk.com