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Journal Entries

Understanding how Restaurant Revolution creates accounting entries.

Overview

Journal entries are the foundation of double-entry accounting. Restaurant Revolution automatically creates entries to track:

  • Daily sales - Revenue by category
  • Payment receipts - Cash and card collections
  • Tax liability - Sales tax collected
  • Tip liability - Tips owed to employees
  • Gift card activity - Sales and redemptions
  • Deposits - Bank deposits and fees

Double-Entry Basics

How It Works

Every transaction has two sides:

DebitCredit
Increases assetsDecreases assets
Decreases liabilitiesIncreases liabilities
Decreases revenueIncreases revenue
Increases expensesDecreases expenses

Example: Cash Sale

When a customer pays $50 cash:

Debit:  Cash                    $50.00  (Asset increases)
Credit: Sales Revenue $45.00 (Revenue increases)
Credit: Sales Tax Payable $5.00 (Liability increases)

Entry Types

Daily Sales Summary

Created at end of day:

┌─────────────────────────────────────────────────────────────────┐
│ DAILY SALES JOURNAL ENTRY │
│ Date: January 24, 2026 │
│ Reference: RR-DS-20260124 │
├─────────────────────────────────────────────────────────────────┤
│ │
│ Account Debit Credit │
│ ─────────────────────────────────────────────────────────── │
│ RECEIPTS │
│ Cash $1,245.00 │
│ Credit Card Clearing $3,856.25 │
│ Gift Cards Redeemed $125.00 │
│ │
│ REVENUE │
│ Food Sales $2,892.50 │
│ Beverage Sales $1,156.00 │
│ Merchandise Sales $178.00 │
│ │
│ LIABILITIES │
│ Sales Tax Payable $334.75 │
│ Tips Payable $643.00 │
│ Gift Card Liability $200.00 │
│ │
│ ADJUSTMENTS │
│ Discount Expense $178.00 │
│ ─────────────────────────────────────────────────────────── │
│ TOTALS $5,404.25 $5,404.25 │
│ │
└─────────────────────────────────────────────────────────────────┘

Credit Card Deposit

When card batch settles:

┌─────────────────────────────────────────────────────────────────┐
│ CREDIT CARD DEPOSIT ENTRY │
│ Date: January 25, 2026 │
│ Reference: RR-CCB-20260125 │
├─────────────────────────────────────────────────────────────────┤
│ │
│ Account Debit Credit │
│ ─────────────────────────────────────────────────────────── │
│ Checking Account $3,748.34 │
│ Credit Card Fees $107.91 │
│ Credit Card Clearing $3,856.25 │
│ ─────────────────────────────────────────────────────────── │
│ TOTALS $3,856.25 $3,856.25 │
│ │
└─────────────────────────────────────────────────────────────────┘

Tip Payout

When tips are paid to employees:

┌─────────────────────────────────────────────────────────────────┐
│ TIP PAYOUT ENTRY │
│ Date: January 25, 2026 │
│ Reference: RR-TIP-20260125 │
├─────────────────────────────────────────────────────────────────┤
│ │
│ Account Debit Credit │
│ ─────────────────────────────────────────────────────────── │
│ Tips Payable $643.00 │
│ Cash $643.00 │
│ ─────────────────────────────────────────────────────────── │
│ TOTALS $643.00 $643.00 │
│ │
└─────────────────────────────────────────────────────────────────┘

Tax Remittance

When sales tax is paid:

┌─────────────────────────────────────────────────────────────────┐
│ SALES TAX REMITTANCE │
│ Date: February 1, 2026 │
│ Reference: RR-TAX-202601 │
├─────────────────────────────────────────────────────────────────┤
│ │
│ Account Debit Credit │
│ ─────────────────────────────────────────────────────────── │
│ Sales Tax Payable $2,456.00 │
│ Checking Account $2,456.00 │
│ ─────────────────────────────────────────────────────────── │
│ TOTALS $2,456.00 $2,456.00 │
│ │
└─────────────────────────────────────────────────────────────────┘

Entry Detail Levels

Summary vs Detail

Choose your entry style:

LevelDescriptionBest For
SummaryOne entry per dayMost restaurants
DaypartEntry per meal periodDetailed tracking
ShiftEntry per shift closeShift accountability
TransactionEvery transactionHigh detail (high volume)

Summary Entry

Daily total: $5,404.25 revenue
Single journal entry with totals

Daypart Entry

Breakfast: $1,245.00
Lunch: $2,156.00
Dinner: $2,003.25
────────────────────
Total: $5,404.25
Three separate journal entries

Account Categories

Revenue Accounts

AccountUse
Food SalesFood item revenue
Beverage SalesDrink revenue
Alcohol SalesLiquor, beer, wine
MerchandiseRetail items
CateringCatering revenue
Delivery FeesDelivery charges

Asset Accounts

AccountUse
CashCash on hand
CheckingBank account
Credit Card ClearingPending card settlements
Accounts ReceivableCorporate accounts
InventoryFood/beverage inventory

Liability Accounts

AccountUse
Sales Tax PayableTax collected
Tips PayableTips owed to staff
Gift Card LiabilityUnredeemed gift cards
Accounts PayableAmounts owed
Payroll LiabilitiesWages owed

Expense Accounts

AccountUse
Cost of Goods SoldFood/bev cost
Credit Card FeesProcessing fees
Discount ExpenseDiscounts given
Delivery ExpenseThird-party delivery fees

Viewing Entries

Entry List

┌─────────────────────────────────────────────────────────────────┐
│ JOURNAL ENTRIES January 2026 │
├─────────────────────────────────────────────────────────────────┤
│ │
│ Date Reference Type Amount Status │
│ ─────────────────────────────────────────────────────────── │
│ Jan 24 RR-DS-20260124 Daily Sales $5,404 ● Posted │
│ Jan 24 RR-CCB-20260123 CC Deposit $3,748 ● Posted │
│ Jan 23 RR-DS-20260123 Daily Sales $4,892 ● Posted │
│ Jan 23 RR-TIP-20260123 Tip Payout $580 ● Posted │
│ Jan 22 RR-DS-20260122 Daily Sales $5,156 ● Posted │
│ │
│ [View All] [Export] [Filter] │
│ │
└─────────────────────────────────────────────────────────────────┘

Entry Detail

Click any entry to see full detail:

┌─────────────────────────────────────────────────────────────────┐
│ JOURNAL ENTRY DETAIL │
│ Reference: RR-DS-20260124 │
├─────────────────────────────────────────────────────────────────┤
│ │
│ Date: January 24, 2026 │
│ Type: Daily Sales Summary │
│ Location: Main Street │
│ Status: Posted to QuickBooks │
│ External ID: JE-2456 │
│ │
│ SOURCE TRANSACTIONS │
│ ─────────────────────────────────────────────────────────── │
│ 187 transactions summarized │
│ Time range: 6:00 AM - 11:00 PM │
│ │
│ BREAKDOWN │
│ ─────────────────────────────────────────────────────────── │
│ Cash sales: $1,245.00 (32 transactions) │
│ Credit card sales: $3,856.25 (142 transactions) │
│ Gift card sales: $200.00 (8 transactions) │
│ Gift card redeemed: $125.00 (5 transactions) │
│ │
│ [View Transactions] [Export] [Reverse Entry] │
│ │
└─────────────────────────────────────────────────────────────────┘

Entry Timing

When Entries Are Created

Entry TypeTimingTrigger
Daily SalesEnd of businessDay close
CC DepositWhen settledBatch close
Tip PayoutWhen paidPayroll
Tax PaymentWhen remittedManual

Sync Schedule

┌─────────────────────────────────────────────────────────────────┐
│ SYNC TIMELINE │
├─────────────────────────────────────────────────────────────────┤
│ │
│ 11:00 PM Day closes │
│ │ └─ Daily summary entry created │
│ │ │
│ 11:05 PM Sync runs │
│ │ └─ Entry sent to accounting software │
│ │ │
│ 11:10 PM Posted │
│ │ └─ Entry appears in QuickBooks/Xero │
│ │ │
│ Next day Credit card batch settles │
│ │ └─ Deposit entry created and synced │
│ ▼ │
│ │
└─────────────────────────────────────────────────────────────────┘

Manual Adjustments

When to Adjust

Create manual entries for:

  • Correcting errors
  • Recording non-POS transactions
  • Adjusting inventory
  • Accruals and prepaid expenses

Creating Manual Entry

  1. Go to Accounting > Journal Entries
  2. Click New Entry
  3. Enter:
    • Date
    • Reference/memo
    • Debit and credit lines
  4. Verify debits = credits
  5. Post entry

Reversing Entries

To reverse a posted entry:

  1. Find the entry
  2. Click Reverse
  3. System creates opposite entry
  4. Both entries net to zero

Reports

Entry Summary

┌─────────────────────────────────────────────────────────────────┐
│ JOURNAL ENTRY SUMMARY January 2026 │
├─────────────────────────────────────────────────────────────────┤
│ │
│ Entry Type Count Total Debits │
│ ─────────────────────────────────────────────────────────── │
│ Daily Sales 24 $142,456.00 │
│ Credit Card Deposits 26 $98,456.00 │
│ Tip Payouts 4 $12,340.00 │
│ Manual Adjustments 2 $1,200.00 │
│ ─────────────────────────────────────────────────────────── │
│ TOTAL 56 $254,452.00 │
│ │
│ Sync Status: │
│ Posted: 54 Pending: 2 Failed: 0 │
│ │
└─────────────────────────────────────────────────────────────────┘

Audit Trail

Complete history of all entries and changes:

DateActionUserEntryNotes
Jan 24CreatedSystemRR-DS-20260124Daily sales
Jan 24PostedSystemRR-DS-20260124Synced to QB
Jan 23ReversedAdminRR-ADJ-001Error correction
Jan 23CreatedAdminRR-ADJ-002Corrected entry

Best Practices

Entry Management

  1. Review daily - Check entries before sync
  2. Keep references - Use consistent naming
  3. Document adjustments - Always add memo
  4. Don't delete - Reverse instead
  5. Reconcile regularly - Match to bank

Troubleshooting

IssueCauseSolution
Out of balanceMissing lineAdd offsetting entry
Wrong accountMapping errorUpdate mapping, reverse/redo
Duplicate entryDouble syncDelete duplicate in accounting software
Missing entrySync failedManual resync

Voice Commands

TaskSay
View entries"Hey Maximus, show today's journal entries"
Entry detail"Hey Maximus, show entry RR-DS-20260124"
Sync status"Hey Maximus, journal entry sync status"