Reconcile your Heartland end-of-day totals automatically
Each night, WebRun opens Heartland and pulls the end-of-day batch settlement totals, then checks them against the figures in QuickBooks, flags any variances that exceed your threshold, and emails you a reconciliation digest so your books stay accurate without manual number-matching.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automate Heartland POS end-of-day reconciliation with QuickBooks?
WebRun pulls Heartland's end-of-day batch totals each night, compares them line by line to QuickBooks, and emails a reconciliation digest to your bookkeeper with any variances flagged. Matched totals are confirmed automatically so your team only has to investigate the exceptions.
- Batch variances caught the same night they occur
- Bookkeeper receives a ready-to-review digest before the next workday
- Manual number-matching eliminated from the nightly close routine
Built for retail store owners · restaurant operators · bookkeepers · multi-location managers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
heartland.usin a real browser with your saved login - no setup, no API keys. -
1
Heartland - pull end-of-day batch totals
heartland.us How to Automate Heartland
WebRun opens Heartland to pull end-of-day batch totals. - Open Heartland and navigate to the Batch Settlement or End of Day report
- Capture total sales, total refunds, net deposit amount, and payment-method breakdown
- Note the batch close time and any open batches still pending
Done when End-of-day batch totals are captured with all payment-method details.
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2
QuickBooks - compare to ledger figures
- Open QuickBooks and locate today's expected deposit or sales entry
- Compare Heartland net deposit to the QuickBooks figure line by line
- Flag any variance above the tolerance you set (e.g. more than $1.00 difference)
Done when Each payment method is matched and variances are identified.
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3
Gmail - email reconciliation digest
gmail.com How to Automate Gmail
WebRun opens Gmail to email reconciliation digest. - Draft a reconciliation digest listing matched totals and any flagged variances
- Attach a summary table showing Heartland vs QuickBooks figures side by side
- Send the digest to the owner or bookkeeper automatically
Done when Reconciliation digest is in the bookkeeper's inbox before the next morning.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
What variance amount triggers a flag?
You set the tolerance during setup. Most stores use a $1.00 threshold for card batches and $5.00 for cash drawers, but WebRun will use whatever limit you specify.
Does it write anything back to QuickBooks automatically?
No. WebRun reads both systems and emails the reconciliation report for your bookkeeper to review. Any journal entries or corrections are left for a human to approve and post.
What if the Heartland batch has not closed yet when the job runs?
WebRun checks for open batches and notes them in the digest. If a batch is still pending, it flags it and you can re-run the check manually once the batch closes.
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Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.