Accounting Sync

Accounting Sync is a feature that enables the automatic sharing of merchants sales data with Quickbooks Online.

 

Set Up Accounting Sync 

1. From a browser, log in to your Clover account.
2. Select Account & Setup.
3. Under Business Operations, select Accounting Sync.
4. Click Connect to Quickbooks Online.
5. Use your Quickbooks Online login data to connect to your Quickbooks account.
6. Once connected, you will be directed to a Sync settings page.
7. Set the parameters including Sales, Tax Rates, Fees, Sync Schedule and so forth to match your Clover data with Quickbooks.

Manage Accounting Sync

1. From a browser, log in to your Clover account.
2. Select Account & Setup.
3. Under Business Operations, select Accounting Sync.
4. At the top right of the page, details of your last sync and next sync are visible.
5. On any of the pages, you may disable sync using the toggle at the top right of the page without deleting your connection in case you wish to pause sync events.
6. Use Sales to edit the parameters including Sales, Tax Rates, Fees, Sync Schedule and so forth to match your Clover data with Quickbooks.
7. Use Tender types to manage the payment methods to match with Quickbooks.
8. Use Sync schedule to manage the schedule and frequency of your data sync.
9. Use Connection to Delete Connection and cancel your sync. This cannot be undone.
10. Under Connection, use Sync history to view previous sync events and look for any errors in case your data was not synced with Quickbooks.