How does POS data actually get into the Sole app?

Sole uses a secure Bank Feed connection. When you make a sale through systems like Square or Shopify, the funds land in your bank account. Sole automatically pulls these transaction records, allowing you to match them to your revenue with one click.

Do I need a specific brand of POS to work with Sole?

No. While Sole has strong partnerships with Zeller and AMEX, any system (Square, Clover, Tyro, etc.) works perfectly. As long as your POS system pays out into the bank account linked to Sole, your data will flow through seamlessly.

Should I categorise my sales individually or in batches?

High-volume businesses like cafes usually prefer "batch" categorisation, matching the total daily payout to their Sales account. Service providers with fewer clients may prefer matching individual transactions to specific records for better tracking.

Does it matter if my POS provider takes a fee out before the money hits my bank?

Not at all. In Sole, you can "split" the transaction: record the total amount as "Sales Income" and the deducted fee as "Merchant Fees." This keeps your reporting 100% accurate and ensures you claim your merchant fees as a deduction.

How do I handle cash sales alongside my digital POS sales?

For cash not banked immediately, manually enter a “Cash Sale” invoice in Sole. If you bank the cash later, simply match that deposit to the invoice. This ensures both card and cash revenue are tracked in one central location.

Integrating with a POS system

Integrating your POS system with Sole simplifies your business operations

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Overview and Purpose

Integrating your POS system with Sole simplifies your business operations by automating the tracking of sales and revenues. Whether you are a retail store, a café, or a service provider, Sole ensures that your financial data is accurately captured and categorised, saving you time and reducing manual errors.

Sole's POS integration is ideal for:

Retail Stores

Cafés and Restaurants

Service Providers (salons, fitness centres)

Hospitality Businesses

Healthcare and Medical Services

Freelancers and Consultants

How it works

1. Sign Up to Sole

Choose between our Free Forever or Professional Tier, and sign up to start leveraging Sole’s powerful features.

2. Set Up Your POS or Card Payment System

Sole partners with Zeller and AMEX, but any POS/card payment system, such as Square will work.

3. Link Your Bank Account to Your Sole Account

Please make sure the same bank account is tied to your POS system to enable smooth transaction integration.

4. Automatic Transaction Feed

Individual or batch transactions from your sales will be pulled into your Sole account via the bank feed.

5. Categorise Your Transactions

Easily match and categorise these transactions to a sales/revenue account directly in the bank feed (see our detailed guide here).

Sole accounting app customer support team smiling and collaborating in an Australian office

Ready to get going?

Ready to streamline your sales and simplify your business finances? Sign Up to Sole today and start experiencing the benefits of seamless POS integration.

If you have any questions or need additional support, don’t hesitate to reach out to our dedicated Aussie customer service team.

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Frequently asked questions

Sole uses a “Bank Feed” connection. When you make a sale through your POS (like Square, Zeller, or Shopify), the funds are deposited into your bank account. Sole automatically “pulls” these transaction records from your bank account, allowing you to match them to your sales revenue with one click.

No. While Sole has strong partnerships with Zeller and AMEX, any POS or card payment system (such as Square, Clover, or Tyro) will work perfectly. As long as your POS system pays out into the bank account you have linked to Sole, the data will flow through.

This depends on your business volume.

Retail or Cafés: Most high-volume businesses prefer “batch” categorisation. This means you match the total daily payout from your POS provider to your “Sales” account in Sole.
Service Providers: If you see fewer clients (like a hair salon or consultant), you might prefer to match individual transactions to specific client records for better tracking.

This is the biggest benefit of the integration. When you categorise your POS deposit in the Sole bank feed as “Sales Income,” the app automatically calculates the 10% GST portion. This ensures your Business Activity Statement (BAS) is being built in the background while you work.

It’s common for POS providers to deduct a small transaction fee (e.g., 1.5%) before depositing the rest. In Sole, you can easily account for this by splitting the transaction: one part goes to “Sales Income” (the total amount) and the other part is recorded as “Merchant/Bank Fees” (the deduction). This keeps your reporting 100% accurate.

For cash sales that aren’t banked immediately, you can manually enter a “Cash Sale” invoice in Sole. If you do bank the cash later, you simply match that bank deposit to the invoice you created. This ensures your total revenue—both card and cash—is tracked in one place.