Quick overview
Integrating credit card processing with your accounting and POS systems ensures sales, fees, refunds, and deposits flow automatically into your books for accurate reconciliation.
Practical steps
- Confirm compatibility: Check whether your processor offers native plugins or APIs for your POS and accounting software.
- Choose integration method: Use a built-in connector for one-click setup, a middleware service (connectors/ETL), or a direct API integration if you need custom mapping.
- Map transaction data: Configure how sales, tips, refunds, processing fees, and batch deposits map to your chart of accounts and tax codes.
- Enable security features: Use tokenization and webhook signing so card data isn’t stored in your systems and events are authenticated.
- Test and validate: Run test transactions in a sandbox, confirm settlement amounts match deposits, and verify fee allocations.
- Automate reconciliation: Schedule daily imports and set up alerts for mismatches or chargebacks.
Integration checklist
- Native plugin or API availability
- Field mapping for fees and deposits
- Sandbox testing completed
- Automated daily reconciliation
- Security and PCI-safe handling