Bills ready for bookkeeping
Export invoice numbers, dates, vendors, and locations directly into DishBooks.
DishBooks + opsi
Send processed invoices from opsi to DishBooks with mapped expense accounts and source PDFs. Give your bookkeeping team the details behind each bill.
Secure OAuth connection · Invoice exports with source documents
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→ opsiPrepared operational data
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→ DishBooksAccounting destination
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Ready for accountingMappings and requirements below
Move from a processed invoice to a bill in DishBooks without typing it twice. Opsi sends the accounting details and uploads the source PDF when available.
Why operators turn this on
Your bookkeeping team gets the context behind each purchase: the vendor, invoice and due dates, location, and expense breakdown. Credits and paid purchases follow their own accounting paths.
Documents alongside the details
Available source PDFs are uploaded to the exported bill, credit memo, or journal entry.
Consistent expense coding
Use your mapped GL accounts, with configurable categories for tax, shipping, and other charges.
Paid purchases accounted for
A mapped funding source turns a paid purchase into a journal entry against the payment account.
What moves between the two
| Data | Direction | Notes |
|---|---|---|
| Vendor invoices | opsi → DishBooks | Bills with invoice and due dates, vendor, location, PO reference when available, and expenses grouped by GL account. |
| Vendor credits | opsi → DishBooks | Credit memos allocated to the mapped expense accounts. |
| Paid purchases | opsi → DishBooks | Journal entries using the selected funding source and mapped expense accounts. |
| Source PDFs | opsi → DishBooks | The available invoice document is uploaded to the exported accounting record. |
| Accounting reference data | DishBooks → opsi | Vendors, GL accounts, and locations for setup and mapping. |
Exported amounts are grouped by mapped GL account. DishBooks supplies the vendor, account, and location records used to connect your bookkeeping workflow.
Who it’s for
Bookkeeping teams
Open a bill with the expense breakdown and source document together.
Finance leaders
Use consistent account mappings across invoice exports.
Restaurant managers
Pass processed invoices to the bookkeeping team without rebuilding the details.
Multi-location operators
Send each location’s purchases to its linked DishBooks location.
Questions we get
How does the DishBooks connection work?
Authorize the connection through DishBooks, select your location, and map vendors and GL accounts. You can then export prepared invoices from opsi on demand.
Are invoice PDFs included?
Yes. When a source invoice document is available, opsi uploads it to the exported bill, credit memo, or journal entry in DishBooks.
How are credits and paid purchases handled?
Vendor credits export as credit memos. Purchases assigned to a mapped funding source export as journal entries, recording the expenses against the payment account.
Can we choose accounts for tax and shipping?
Yes. The connection supports separate mapped accounts for tax, shipping, shipping tax, and other charges, alongside your invoice expense categories.
Connect the workflow
Ready to connect DishBooks?
Keep the bill, expense coding, and source document together in DishBooks.