Documentation
Get started with TheOwnerStack
Step-by-step guides to connect your POS, accounting software, and start syncing daily sales in minutes.
Quick Start
Create your account
Sign up for a free 14-day trial. No credit card required.
Connect your POS
Click Connect and authorize your POS provider (Clover, Square, or Toast). We use OAuth 2.0 — we never see your password.
Connect your accounting software
Authorize QuickBooks Online, Xero, or FreshBooks. We'll pull in your chart of accounts automatically.
Map your categories
Our AI suggests mappings between your POS categories and accounting accounts. Review and approve them — or customize as needed.
Go on autopilot
That's it. Every morning, TheOwnerStack syncs yesterday's sales into your accounting software automatically.
Guides
Connecting Your POS
- Clover: Log in to your Clover account, approve the OAuth connection, and we'll import your categories, tenders, and merchant info.
- Square: Authorize via your Square Dashboard. We pull catalog items, locations, and payment types.
- Toast: Connect through Toast's partner portal. We sync revenue centers, menu items, and payment methods.
Connecting Accounting Software
- QuickBooks Online: Click Connect, sign in to Intuit, and authorize. We import your chart of accounts, classes, and locations.
- Xero: Authorize through Xero's OAuth flow. We pull accounts, tracking categories, and tax rates.
- FreshBooks: Connect via FreshBooks and we import expense categories and payment accounts.
Setting Up Mappings
- AI Suggestions: When you first connect, our AI analyzes your POS categories and suggests the best matching accounting accounts.
- Category Mappings: Map each POS category (Food, Beverage, etc.) to an income account in your chart of accounts.
- Tender Mappings: Map payment methods (Cash, Credit, Debit) to deposit accounts so funds land in the right place.
Daily Sales Reports
- Auto-generated: Each morning, we create a report summarizing yesterday's sales by category, payment method, taxes, and tips.
- Review before sync: View and approve reports on your dashboard before they're posted to your accounting software.
- Retry failed syncs: If a sync fails, you'll get an email notification. Retry with one click from your dashboard.
Bank Feed Matching
- Plaid connection: Securely connect your bank via Plaid. We support 12,000+ financial institutions.
- Auto-matching: We match bank deposits to daily POS sales and delivery payouts automatically.
- Reconciliation: See matched and unmatched transactions at a glance. Resolve discrepancies quickly.
Delivery Reconciliation
- DoorDash: Connect your DoorDash merchant account. We track payouts, commissions, and fees automatically.
- Payout matching: We reconcile delivery payouts against your POS orders to show true earnings after fees.
- Coming soon: Uber Eats and Grubhub integrations are in development.
For Accountants
The Accountant Bundle ($60/month) lets you manage up to 100 restaurant clients from a single dashboard.
Security & Data
OAuth 2.0 everywhere
We never see or store your passwords. All connections use secure OAuth authorization flows.
Encrypted in transit & at rest
TLS 1.3 for all connections. AES-256 encryption for stored data.
Minimal data storage
We only store aggregated sales summaries — never individual cardholder data or payment card numbers.
SOC 2 aligned practices
Access controls, audit logging, and regular security reviews following industry best practices.
Need help?
Can't find what you're looking for? Our support team is ready to help via email or live chat.