Daily sales bookkeeper

Moves each day's register totals into QuickBooks and flags any drawer that came up short.

A replay with a made-up business and made-up data, so you can see each step.

How he does it

7 steps, the same way every time, and one place where he asks you first.

StartsEvery morning at 7:00
1Read yesterday's sales summary in SquareSquare
2Split the sales into cash, cards and sales tax
3Check each drawer's cash against what it should holdSquare
4Match the card deposit in QuickBooks bankingQuickBooks
5Ask you first before posting the day's entryHe asks you first
6Post the sales entry in QuickBooksQuickBooks
7Text you the day's totals and any short drawer
What you getEvery day's sales in QuickBooks by morning, and a heads-up on any drawer that came up short.

This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.

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