Setup Clover with QuickBooks Online (Automatic)!

September 22, 2016

Vijay Brihmadesam

Setting up your sales in QuickBooks online for clover should take about 30 minutes to complete. ONLY START THIS AFTER YOU HAVE 3 DAYS OF SALES IN CLOVER. There are four sections to complete:

  1. Connect your Clover account (5 minutes)
  2. Connect billSync to QuickBooks (5 minutes)
  3. Hit the automatic setup button! (4 minutes)

Connecting your Clover account is quick and easy.

  1. Login at clover.com.

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  2. Find the App Store and click on it.

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  3. Search for “QuickBooks Sync”.

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  4. Click on the app.

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  5. Install the app.

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  6. Go back to your dashboard and launch the app.

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  7. Follow directions on the screen to setup your account with billSync.

Connect billSync to QuickBooks online should we quick.

  1. Login at bill-sync.com.

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  2. Click the gear icon in the upper right corner.

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  3. Click Accounting.

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  4. Click the connect to QuickBooks button.
  5. Enter your login information for QuickBooks Online, done!
  6. Stay on this page for the next set of steps.

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Last step is setting the start date and hitting auto setup!

  1. Click edit on under Clover Bill Management.

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  2. Set the date for the first day you want us to sync.

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  3. Then click automatic setup, this process can take 45 mins, so please check back in about an hour

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  4. To see the sales report in QuickBooks, they should appear 2-3 hours after setup. To see the report follow these steps

    1. Login to QuickBooks Online by going to quickbooks.com.

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    2. Go to the customer center on the left side

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    3. Find Clover POS and click it

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    4. Click into the day you are interested in seeing

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