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Features of your Account

Commerce Sync automatically transfers your sales information to your QuickBooks or Xero account.


What sales information is transferred?

  • For Square
    • Your taxable and non-taxable sales, sales tax, fees, tips, discounts, gift card and credits/returns.
    • If you choose, the sales information can be transferred broken down by Category.
  • For Clover
    • Your taxable and non-taxable sales, sales tax, tips, service charges, discounts and credits/returns.
    • With our Expert Plan, the sales information can be transferred broken down by Category (or Label).
  • For Stripe
    • Charges, Refunds, Fees and Deposits.

How is the sales information transferred?

  • Each day, Commerce Sync will transfer all of your sales for the previous day. This transfer will occur after midnight to ensure that all orders for the day are closed.
  • By default your sales information is transferred as a single daily summary.

What does the sales information look like once it is transferred?

  • Your sales information is transferred as an invoice with the associated payments. Click here to see how your sales information is transferred to your accounting solution.
  • Your payments are tracked in Clearing Accounts for each payment method that you have setup.
  • You can configure the AR, Deposit, and Sales accounts that Commerce Sync will use when transferring your sales information in your settings.

 What sales information is not transferred?

  • Item or product details or customer information is not transferred.
  • Inventory, as a bulk transfer or as Cost of Goods Sold (COGS) with the Item Details is not transferred.
  • Payroll information, Accounts Payable or vendor information is not transferred.
  • Information from your accounting solution pertaining to invoices, customers, etc. is not transferred. Commerce Sync is a one-way transfer from the Point of Sale (POS) to the accounting solution.
  • For Stripe, subscription charges are not transferred.

 

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