Automate Accounting for Toast | Build with Bookkeep

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Bookkeep’s Toast integration delivers the most complete and accurate accounting automation for restaurants using Toast. With support for location-level connections and deep financial detail, this is the only solution you need to keep your books clean, compliant, and reconciled.

⚠️ Requirement: You must have the Toast Restaurant Management Suite enabled in your Toast account to use this integration.

Location-Based Connections

Each Toast location connects separately to Bookkeep:

• Provides precise, location-level reporting.
• Allows unique mappings for sales, payments, and taxes by location.
• Enables consolidated reporting across multiple restaurants while keeping transactions separate.

Key Capabilities

Bookkeep’s Toast integration gives you powerful accounting detail and automation, including:

• Sales rollup by item name or menu category
  → Track exactly which items or categories drive revenue.
• Payments broken down by tender type
  → See cash, credit card, gift card, and other tenders clearly separated in your accounting system.
• Automatic capture of payment processing fees
  → Track Toast payment fees for a true profitability picture.
• Jurisdiction-level sales tax labels
  → Improve compliance with jurisdiction-based labeling.
• Import of historical data
  → Backfill sales and tax records for prior dates to eliminate gaps.
• Capture of sales tax withheld
  → Automatically posts withheld tax if a third party marketplace remits on your behalf.

Daily Sales Summary Journal Entry

Bookkeep posts a daily summary journal entry per Toast location that:

• Captures gross sales, net sales, discounts, refunds, and adjustments.
• Breaks down payments by tender type (cash, card, gift card, etc.).
• Includes processing fees, sales tax, and withheld tax.

Benefits for Your Accounting

• Complete visibility — Itemized sales and tender-type breakdowns improve insights.
• Compliance-ready — Jurisdiction-level tax detail and withheld tax capture support filings.
• Accurate reconciliation — Location-specific connections and captured fees simplify deposit matching.
• Gap-free records — Historical imports ensure complete records, even if you connect mid-year.

How It Works

1. Connect each Toast location to Bookkeep.
2. Bookkeep automatically posts a daily sales summary journal entry for each location.
3. Journal entries separate sales, payments, fees, and taxes with full clarity.

Next Steps

1. Confirm the Toast Restaurant Management Suite is enabled.
2. Connect your Toast locations to Bookkeep (each location is a separate connection).
3. Configure account mappings for sales, payments, and taxes.

Bookkeep’s Toast integration is the most powerful way to automate accounting for Toast restaurants. Gain location-level clarity, deeper insights, and more accurate financials—all without manual effort.

If you have any questions, contact us at support@bookkeep.com.