Integrations
Integrations help you connect PeakPOS to the tools you already use, like accounting software and delivery platforms.
This guide covers:
- Connecting accounting software
- What information is shared
- Tips for a smooth connection
- Delivery platform overview
Accounting integrations
PeakPOS can connect to common accounting tools, including:
- QuickBooks
- Xero
- FreshBooks
What gets shared
Most stores use accounting integrations to send:
- Daily sales totals
- Tax totals
- Payment types, like cash and card
- Refund totals
Some setups can also send product or category summaries.
Connect an accounting tool
You will usually do this once, then check it now and then.
- In the portal, go to Integrations.
- Choose your accounting tool.
- Select Connect.
- Sign in to your accounting account.
- Allow access.
- Confirm the connection shows as active.
Tip: Use the accounting login owned by the business, not a personal account.
Map your sales the right way
Some accounting tools need you to choose where sales should go.
Common mapping choices:
- One daily summary entry
- Separate entries for tax, tips, and fees
- Separate entries by location, if you have more than one
Example for a single store:
- One daily sales summary
- One daily tax summary
If you are not sure what to pick, ask your accountant how they want sales recorded.
Delivery platforms overview
Some stores also connect to delivery platforms, such as Uber Eats.
What to expect:
- Orders may show up as sales in your system
- Inventory may need extra attention, because online orders can sell fast items
Good habits for delivery:
- Keep top sellers well stocked
- Review pricing so in store and online are consistent
- Train staff on how to handle pickup orders
Check that the integration is working
After you connect, do a simple check.
- Run a small test sale.
- Wait for the sync window, if needed.
- Confirm the entry appears in your accounting tool.
If you do not see anything after a reasonable time, check Troubleshooting.