📒 Accountant / Bookkeeper

Payments, remittances, accrual, chart of accounts, and accounting integrations.

Everyone starts with the basics — logging in and your PIN. Below is what’s specific to Accountant / Bookkeeper.

POS

How to assign a PIN to access your POS Navigate to the Users Page, select the pencil icon on the user, then click the Additional Information dropdown and assign a new PIN.

Processors: Cash, Gift Cards & House Accounts

Cash tax-inclusive Our cash tax-inclusive feature allows you to build the tax amount into the purchase price of a product paid with cash.

Gift card reporting Gift card reporting is displayed on the payments, sales, and accounting dashboard. On the payments dashboard, operators can view their guests' gift card transac

How do I Set Up a Cash Account on my POS? Cash Accounts can be added to a POS at any time but must first be configured in the processors page. To learn how to set up a cash processor, click here. How T

How do I Set Up a Cash Processor? Note: Generally, setting up a Cash Processor only occurs once during location setup. Once a Cash Processor it configured the first time, you do not have to set

How to Reconcile your Cash Accounts You can reconcile your Cash Account via the POS or in the Manager Dashboard.

How to set up and use cash rounding Turn on cash rounding for your location and round cash payments to the nearest nickel on the POS.

Manager Dashboard

Reports: Payments Page From the Payment Page in your manager dashboard, you can view payments, refunds, chargebacks and failures.

Integrations

How do I connect Restaurant 365 A tutorial for GoTab users needing to connect their account with Restaurant 365

Avero Setup and configuration guide for Avero integration with GoTab

Bill.com Setup and configuration guide for Bill.com integration with GoTab

Tenzo Setup and configuration guide for Tenzo integration with GoTab

Setting up QuickBooks Online Our QuickBooks Online integration allows for your GoTab accounting data to automatically sync via daily exports of your accounting information directly into QBO

GoTab Marketplace

Multi-Operator: Vendor Fees (Remittances): What is it? GoTab allows multi-operators the option to allocate percentage of sales or tips from vendors to the master location.

Multi-operator: interpreting vendor fees (remittances) How do I view remittances?

AI & Analytics

Getting the most out of Lovey and GoTab Data Hub A practical guide to asking better questions, building your own reports, and finding insights in your GoTab data — whether you use Lovey, Data Hub, or both together.