Accounting integration
QuickBooks Online
Send customers, items, and sales receipts from Trellis to QuickBooks Online and reduce duplicate bookkeeping work.
- Category
- Accounting
- Best for
- Daily bookkeeping
- Setup
- Guided by Trellis
How it helps
Less switching.
Fewer handoffs.
- Keep customer records aligned
Match the customer information your restaurant needs between Trellis and QuickBooks Online.
- Map menu items for accounting
Connect Trellis items with the products, services, and accounts used in QuickBooks.
- Prepare sales receipts
Turn completed Trellis sales into organized QuickBooks Online sales receipts.
- Catch missing mappings early
Surface customer, item, tax, or account details that need attention before information is sent.
How it fits
One connected
workflow.
A QuickBooks administrator connects the correct company to Trellis.
Your team reviews how customers, menu items, taxes, and accounts should line up.
Trellis prepares the selected sales information for QuickBooks Online using those approved mappings.
Getting started
A clear path
to launch.
- Choose the QuickBooks company
A QuickBooks administrator confirms the company that should receive Trellis information.
- Review accounting mappings
Match customers, items, taxes, payment methods, and accounts with your bookkeeper or accountant.
- Choose the posting workflow
Decide which sales information should be sent and when your team wants to review it.
- Validate a sample day
Compare a representative day in both systems before using the connection for ongoing bookkeeping.