Sync Clover Sales to QuickBooks Online (Manual Process)!

July 13, 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. Setup your QuickBooks Accounts (15 minutes)
  3. Connect billSync to QuickBooks (5 minutes)
  4. Map your Clover categories/items to QuickBooks (5 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.

Get your QuickBooks Ready

Then you need to make sure you QuickBooks is ready to accept your sales from Clover.

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

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  2. In the upper right hand corner click the gear icon.

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  3. Choose chart of accounts.

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  4. Click New in the upper right hand corner.

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  5. Choose Income from Category Type.

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  6. Choose Sale Of Product Income from Detail Type.

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  7. In the name field fill in Sales of Product Income.

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  8. Click Save and Close.

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  9. Repeat for each row of the table below.
  10. Category Type Detail Type Name
    Income Sale of Product Income Sale of Product Income
    Income Discounts/Refunds Given Refunds/Returns
    Bank Checking Credit Cards Pending Deposits
    Bank Checking Cash on Hand/Safe
    Bank Checking Any Other Manual Tenders, such as catering
    Other Current Liability Other Current Liability Sales Tax Collected
    Other Current Liability Other Current Liability Gift Certificate Outstanding
    Other Current Liability Other Current Liability Tips Payable
  11. Now you are done with the chart of accounts its time to create the items. Click the gear icon once again in the upper right corner.

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  12. Under lists pick products and services.

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  13. Here you will see a list of products and services. Click new in the upper right hand corner.

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  14. Then select non-inventory item.

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  15. For the Name type in Food Sales.

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  16. Scroll to the bottom and for theIncome account choose Sale of Product Income and click save.

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  17. repeat for the items below!

    Name Income Account
    Food Sales Sale of Product Income
    Catering Sales Sale of Product Income
    Beverage Sales Sale of Product Income
    Alcoholic Beverage Sales Sale of Product Income
    Gift Certificate Sold Gift Certificate Sold
    Sales Tax Collected Sales Tax Payable
    Tips Collected Tips Payable
    Mastarcard/Visa Credit Cards Pending Deposits
    AMEX Credit Cards Pending Deposits
    Cash Cash on Hand/Safe
    Any Other Manual Tenders, such as catering Any Other Manual Tenders, such as catering
  18. Phew, you are all set on the QuickBooks front. Now a couple of easy steps and you will be good to go!

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 mapping your categories from Clover to QuickBooks

  1. Click edit on under Clover Bill Management.

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  2. Now choose a default item for your catagories and tenders. We recommend choosing Food Sales for Categories, and Cash On Hand/Safe for tenders. These will only be used when a new catagorey or tender is created. You can always come back in and change it here if you need to.

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  3. For each category from clover choose an item from QuickBooks.

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  4. Do the same for tenders.

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  5. Scroll back to the top and check the box for Sync to QuickBooks. Once this is ready we will start syncing sales on a daily basis starting the following night (wait 24 hours before checking)
  6. Click save and you are all set!

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To see the sales report in QuickBooks, they should appear 24 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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