A walkthrough of automating sales-tax journal entries from POS reports like Square. Input a date and amount, run the automation, and it generates the entry in your manual journals. Scales to handle hundreds of clients without manual re-entry.
It's a sales tax journal entry automation. So she has some of her team members download the POS reports from different providers, Square, et cetera. And let's actually test with a different amount. I'll just put here $245.60. Let's test with a different date. Let's just say it's the end of March. And now let's just put again, done. If we go ahead, And we run this, it should go through successfully. And if we go back to the manual journals here, we should be able to see sales tax collection. This client doesn't need to enter 0 again, just stay here on Airtable. And if she has 100 clients here, she will just sales tax, done, and that will happen in the backend.
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