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Adding Accounting References to the System

The Tee-On Point of Sale is integrated with several accounting packages. In order to make use of the integration you will be required to enter your sales related accounting references into the POS including: Payment Types (cash on hand, debit card receivable, member on account receivable, etc), Sales Tax Liabilities (federal sales tax payable, provincial/state sales tax payable), Revenues (green fee revenue, proshop sales, food sales, etc) and Special Items (gift card liability, gratuities payable, service charges, etc.) We also recommend that you add a Do Not Use accounting reference so that it can be applied to special items and functions within the Point of Sale that your club is choosing not to use at this point. The Do Not Use reference should also be added to the club's accounting package.

 

To add an accounting reference to the Point of Sale:

  1. Click Admin
  2. Click Accounting References 
  3. Click Add New Reference 
  4. Type in the Reference Number
  5. Type in the Descriptive Name
  6. Click Ok

Continue this process until you have added all of your accounting references to the system.

 

Note 1: Some Accounting packages will not let you import into the Accounts Receivable account without a customer name. In this case you should set up an Other Current Asset account in your accounting package to sent Accounts Receivable activity too.

 

Note 2: QuickBooks (Use Tax Agency) requires a specific description for the tax accounts in the form tax agency, tax description (e.g. Revenue Canada, GST). To find what these will be in your QuickBooks go to the tax items in your system and pick the one that you would use to collect taxes under (e.g. GST on Sales). Edit that item and you will see the Tax Agency that it is associated with, and the description for the item. Use these fields for tax agency, tax description. (Some versions of QuickBooks use the item name instead of the item description for the tax description so you might need to try both to see which one works on import)