POS integrations

A POS integration should move a defined record to a defined system and leave staff able to find and correct it.

Start with the job: posting sales to bookkeeping software, sharing stock with an online shop, or sending delivery orders to preparation.

For each connection, decide what moves, which system controls it, and what staff do when the handoff fails.

Map the handoff

A product sale, its payment and a later bank deposit are different records. An item appearing on a website also does not establish that its stock and fulfilment settings are correct.

Keep stock records tied to the right location

For Shopify POS, inventory tracking must be activated in Shopify admin, and inventory must be assigned to the relevant locations. Shopify separates quantities into available, committed, unavailable and incoming stock, so an acceptance check can confirm that the quantity shown is the one the connected channel is meant to use.

When a Shopify POS device sells or restocks an item, the inventory count updates for that device’s selected location. Check that the device is set to the correct selling location: Shopify uses it to apply the right taxes and track orders by location. A product being tracked overall does not, by itself, confirm that the intended location has stock assigned.

Key Inventory Metrics in Shopify POS

Choose a connection for the job

A POS and online shop within one provider may share product records, but settings still matter. Shopify POS uses inventory tracking and location assignments; check the relevant online-shop settings separately. Square’s tracked item library updates stock from POS sales and orders shipped through your online store, while online channel assignments determine whether an item can be bought there.

Square’s Australian Uber Eats integration syncs menus, prices, item images and availability between Square and Uber Eats. It is supported for Square for Restaurants or Square POS in the specified food-service modes. Driver status, customer contact and substitutions are not handled inside Square through this connection; staff use the Uber Eats merchant portal for the latter tasks.

Bookkeeping connections usually need mapping as well as authorisation. The Square–Xero connection creates a daily summary invoice for the previous day’s Square transactions, with an optional transaction-level breakdown.

Square–MYOB Business, through Amaka, offers a daily summary or entries for individual orders. Xero says Amaka built the Square connection on behalf of Xero and Square.

Check the account mapping, reporting day, bank-feed rules and current connector terms with the bookkeeper. Confirm the exact account, mode, subscription and sales channel proposed for the business.

POS Integration Options: Shopify vs Square

Choose the bookkeeping record detail deliberately

For Square connected to MYOB Business through Amaka, the daily sync can include sales, payment and tax details. Choose whether MYOB should receive summarised sales information or detailed entries for each order; the right format depends on the bookkeeper’s reporting needs and the account setup.

MYOB’s setup guidance calls for customer and supplier records to be created in MYOB Business. If automatic reconciliation of online sales is part of the intended handoff, bank feeds also need to be set up. Confirm the account mapping and destination for each sales, payment and tax figure before relying on the daily entries.

The MYOB connection can back-date synchronisation and generate sales summaries for previous sales. Treat that as a separate acceptance case: agree which earlier sales to include and check the resulting records before considering the handoff complete.

How Square–MYOB Integration Works

Confirm delivery-menu readiness

Before activating Square’s Uber Eats integration, Square requires at least one menu to exist in the account. The menu intended for the Uber Eats store should be created first, with prices on all its items and alcohol items marked accordingly.

Square recommends activating the integration when the business is closed or not providing service. Activating it disconnects any other Uber Eats integration already in the Square account, so identify any existing connection and agree who is responsible for the change before proceeding.

Include the menu handoff in acceptance: compare the items, prices, images and availability shown in Square and Uber Eats after connection. Uber Eats sorts items within menu subcategories using its own popularity algorithm, while preserving the subcategory order set in Square; do not treat a different item order within a subcategory as a failed sync.

Steps to Confirm Delivery Menu Readiness (Square + Uber Eats)

Define acceptance and exceptions

Write down the source and destination, shared item or order reference, update direction, expected timing and person authorised to correct each record. Ask whether edits, cancellations and refunds travel through the connection or must be made in the originating system.

Check a small set of workflows on the installed setup. Trace a sale and refund into the books without treating a bank deposit as the sales total. Follow one variant through a store sale and an online order at the intended fulfilment location.

Follow a controlled delivery order from its platform listing to the POS and kitchen, including the supported correction route. Record references, settings, observed results and unresolved owners. These are proposed checks until someone runs and records them.

Acceptance Checks for POS Integrations

Make acceptance checks observable

For a stock connection, record the specific product or variant and location being checked, then compare the relevant quantity after a sale or restock. For Square items, confirm that the item exists in the Square item library and that tracking is enabled where a stock quantity is expected; variation-level tracking can be enabled separately for each variation.

For bookkeeping, inspect the resulting MYOB entry and verify that the chosen summary or order-level format carries the expected sales, payment and tax values. For delivery, confirm that the connected menu reflects the intended item details and availability. Record any mismatch against the agreed field or destination, rather than marking the integration accepted simply because the accounts connected.