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Toast Sales Summary Accounting Automation

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 [email protected].