PlentyONE accounting with file import
Import files from PlentyONE into KudTax and prepare the data they contain for reconciliation and accounting. You start the import by uploading a file.
PlentyONE joins online retail and the shop till in one system, and that mix is exactly what makes the bookkeeping demanding. Till turnover falls under different record-keeping duties than online sales, cash and card have to be kept apart, and the daily close is a document in its own right. The import keeps the two worlds separate instead of melting them into one revenue figure.
How PlentyONE works with KudTax
01
Export your PlentyONE file
Download the appropriate export from PlentyONE. The supported file and fields depend on the import format.
02
Upload the file to KudTax
Upload the export file to KudTax. The PlentyONE integration processes the data contained in the file.
03
Review the import and matches
Check the imported amounts, dates and references. Add missing documents and review unresolved matches before continuing.
04
Prepare your accounting data
Prepare the imported data for your accounting workflow. Review the posting rules and export file with your accountant.
What KudTax reads from PlentyONE
- Where the export lives
- PlentyONE → Orders → POS → daily closings, or the turnover export per till
- What the portal calls the file
- Daily closing (Z-report export)
- Formats
- CSVXLSX
Line-item types recognised
- In-store sales per till
- Card and terminal fees
- Cash holdings and float
- Discounts and tips
- Returns at the till
What to watch for with PlentyONE
Till and online shop are recorded separately
Cash till turnover falls under individual-record and till-security rules that online sales do not. Merged into one revenue position, the till records can no longer be evidenced after the fact — and that is the first thing a till inspection looks at.
The daily closing is the document
Without the daily closing there is no evidence that the cash on hand and the booked turnover agree. It belongs attached to the entry as a document, not filed as a printout with no link to anything.
Why connect PlentyONE with KudTax
Automated Z-report import
No manual typing of daily closing receipts into cashbooks or spreadsheets.
VAT & payment split
Properly splits 7% vs 19% VAT rates and cash vs card terminal payments.
Terminal fee recognition
Extracts card terminal fees automatically into expense categories.
Point-of-sale data for review
Produces daily structured records that satisfy tax audit requirements.
PlentyONE integration – FAQ
Automate your PlentyONE accounting today
Explore the workflow in the product tour and check whether your PlentyONE export matches the supported import format before getting started.
