Register Pay can integrate with a range of popular accounting packages, helping you keep your sales records up to date without manually entering your daily takings.
Supported accounting packages include:
- Xero
- QuickBooks
- Sage
- FreshBooks
🔄 How Does the Integration Work?
Once configured, Register Pay will automatically submit your daily sales totals, broken down by tender type, to your chosen accounting package.
The integration runs shortly after midnight, submitting the previous day's trading along with any earlier transactions that have not yet been submitted. This helps ensure that transactions taken offline, for example, are included in a subsequent submission.
Example: If you trade on Tuesday between 9:00 am and 6:00 pm, your sales will typically be submitted to your accounting package on Wednesday between 00:00 and 01:00.
🧾 How Are Sales Recorded?
Typically, each day's sales will be sent to your accounting package as an Invoice, with refunds submitted separately as Credit Notes.
Depending on how you configure the integration, invoices and credit notes may be marked as either:
- Paid – The invoice or credit note is recorded as paid.
- Awaiting Payment – The invoice or credit note remains outstanding in your accounting package.
The appropriate setup will depend on your business and accounting processes. We recommend speaking with your accountant or bookkeeper before configuring the integration.
⚙️ Setting Up an Accounting Integration
To connect your accounting package, follow these steps:
- Log in to the Web Portal as an Admin user.
- Click Config in the top menu.
- Select Integrations from the submenu.
- Find your accounting package and click Connect.
- Follow the on-screen instructions to complete the connection. Depending on your accounting package, this will typically involve:
- Logging in to your accounting system in the pop-up window.
- Authorising the integration by granting the requested permissions.
- Mapping a contact in your accounting package.
- Selecting a start date to specify when sales data should begin being submitted.
- Mapping taxes to the appropriate tax rates in your accounting package.
- Mapping stores and categories, where applicable.
- Choosing whether invoices should be marked as paid or left awaiting payment.
- Once you have completed the required settings, click Save.
☑️ Your integration is now configured and will run automatically in the background.
💡 Before You Get Started
We recommend consulting your accountant or bookkeeper before setting up an accounting integration. They can help you choose the most appropriate settings for your business, particularly when mapping tax rates and deciding how invoices and credit notes should be recorded.
This will help ensure that your sales data is transferred in a way that aligns with your existing accounting processes.
