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QuickBooks Desktop - Adding Another Location

These are the steps to install multiple locations within the same Point of Sale (Square, Clover, etc.) If you are installing another location from a different Point of Sale, follow the installation steps in our Getting Started Section for that Point of Sale.

  1. On the computer where you have QuickBooks installed, open the company file that you want Commerce Sync to transfer into.
  2. Open the Commerce Sync for Desktop app.
  3. Click on the plus sign to add another location.
  4. You will log into your Point of Sale account again, select the correct location/store and select the Commerce Sync app on your Home Page at this point.
    • Clover steps:
      •  
    • Square Step
  5. Double check that you have QuickBooks open and the correct company file and click 
  6. Select whether you would like sales transferred into a Single Income Account or Sales by Category (Clover and Square only.)
  7. Click Complete My Activation.
  8. Then click Visit my Dashboard

The Commerce Sync for Desktop app will take some time to connect and get familiar with your QuickBooks company file. You'll know everything is ready with the green arrows stop spinning for this location. Open or refresh the Commerce Sync app from your Point of Sale and double check your settings.

Commerce Sync will now start transferring for this new location. If you'd like previous sales information transferred for this locations, take a look at our Historical Transfer Request Form.

 

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