Cloud POS supports integration with third-party accounting software. Generally speaking, there are two modes for integrating POS software with accounting software. One is to directly connect via API, and the business data is automatically uploaded to the accounting software. This generally requires uploading business data every day. The second is to open up the report format, and the business data needs to be manually downloaded from the POS software by the merchant, and then manually uploaded to the accounting software. This method is suitable for merchants who require regular data uploads. Cloud POS supports the second mode.
Currently, Cloud POS already supports integration with SQL and AutoCount.
In this article:
- Setting up SQL accounting integration
- Setting up AutoCount accounting integration
Setting up SQL accounting integration
SQL Account is an accounting software that is suitable for all businesses, from small businesses to large organizations. It is crucial to find a business solution that suits the nature of your business. The right accounting software will broaden your horizons and expand business opportunities for you.
SQL operates in Southeast Asia, so merchants in Southeast Asia can use this feature in Cloud POS.
Important:
- To use the SQL accounting integration, you’ll need a SQL account. If you haven’t got an account yet, visit SQL to get started.
You can follow the steps below:
- Log in to the Back Office with your Cloud POS software credentials.
- From the home page, select Summary.
- Click “Export”.
- Click "Export more" and select time period, then click the drop-down list of accounting software and select SQL.
- Choose either of the two options to export the report. (here suppose we choose "Generate report")
- Download the report from the "Export List" following the steps: Home > Report > Export > Export List.
- Then upload the downloaded files to SQL.
Setting up AutoCount accounting integration
AutoCount possesses more than 27 years of software development experience. Its main business is to develop and provide high-quality accounting software as well as other business applications to small and medium-sized enterprises. As of today, AutoCount Accounting, AutoCount Point of Sale, and AutoCount Payroll have been the preferred choices of most SMEs in Malaysia and its surrounding countries.
AutoCount operates in Southeast Asia, so merchants in Southeast Asia can use this feature in Cloud POS.
Important:
- To use the AutoCount accounting integration, you’ll need an AutoCount account. If you haven’t got an account yet, visit AutoCount to get started.
You can follow the steps below:
- Log in to the Back Office with your Cloud POS software credentials.
- From the home page, select Summary.
- Click “Export”.
- Click "Export more" and select time period, then click the drop-down list of accounting software and select AutoCount.
- Choose either of the two options to export the report. (here suppose we choose "Generate report")
- Download the report from the "Export List" following the steps: Home > Report > Export > Export List.
- Then upload the downloaded files to AutoCount.