Already syncing to QuickBooks?

If your sales already reach QuickBooks another way — for example through Amaka, which posts your Loyverse sales to QuickBooks — read this before you turn Swann Retail’s sync on. Done right, the handover is clean. Done wrong, the same takings land in your books twice. The good news:

Swann Retail never re-posts sales that are already in your QuickBooks. You control exactly where it starts with your start date, and nothing before that date is ever sent.

Hand over at a clean month boundary

Pick the first full month Swann Retail should own your books — say 1 July. Then:

1. Stop the other sync at the boundary. Let Amaka (or whatever posts today) finish posting June, then turn it off so it posts nothing from July onward. Two systems posting the same month is the one thing that double-counts.
2. Set Swann Retail to start at the same boundary. On the QuickBooks page, set Start posting on to 1 July. Swann Retail then posts July forward and never the months before it — see Scheduling the sync start.
3. Ring your sales in Swann Retail from that day. From 1 July, sell in Swann Retail (not the old system) so each sale is booked once, by one system.

Use a clean month boundary, not a mid-month date — it keeps “who owned which month” unambiguous in your books.

Your imported history is for your reports, not QuickBooks

If you import your past Loyverse sales into Swann Retail, those imported sales power your Swann Retail reports (sales history, cost of goods, margins) — they are not re-posted to QuickBooks. They were already booked by your old sync, so Swann Retail deliberately leaves them out of QuickBooks. Import as much history as you like for your reports without any risk to your books.

Check before you trust the books

Swann Retail only posts closed days, so your first Swann month won’t appear in QuickBooks until its days close — use that window to sanity-check. For a day or two around the boundary, confirm each day in QuickBooks has one source: the old sync up to June, a Swann Retail post from July. If a day looks doubled, check that the old sync was actually off from the boundary.