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Clover to QuickBooks Online Install Guide

INSTALL COMMERCE SYNC

  1. Log in to Clover.com from a browser (not a Clover device).
  2. From the Clover Home Page open the App Market.
  3. Enter "Commerce Sync" in the search bar.
  4. Click on the Commerce Sync app.
  5. Select the tier you would like and click the Accept and Install button.           


CONNECT TO QUICKBOOKS

During the next few steps you will be logging in to your QuickBooks Online account. This process takes place in the Commerce Sync Dashboard. If you need assistance with your sign-in information or account selection for your QuickBooks account, please reach out to Intuit Support by calling 800-450-8475.

  1. Click on the Connect to QuickBooks icon. If you don't have a QuickBooks account, select the QB icon under the (Don't Have an Accounting Solution?) header to sign-up for a new QuickBooks Online account.(Click to Enlarge)

  2. Sign-in to your QuickBooks Online account
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  3. If you have multiple QuickBooks company files, you will be prompted to select the one you'd like Commerce Sync to connect to.   
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    Click to Enlarge)
  4. After you have selected the QuickBooks company file, you will be asked to authorize Commerce Sync to access your information. Click the Authorize button so that Commerce Sync can transfer sales information to your QuickBooks account automatically on a daily basis.
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    Click to Enlarge)

 


VERIFY AND TEST

After the authorization is complete, Commerce Sync will verify your activation. Once you see the green check marks, click Continue.         
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(If you see a red X, please contact the Commerce Sync Support Team for further assistance.)

 


YOU'RE ALMOST SET TO SYNC!

Depending on your Clover settings, QuickBooks Online settings or the Commerce Sync tier that you chose, there may be some additional steps or notifications for you to review. Below are some resources to help you complete those steps.

Click on Visit Dashboard to view and change your account settings. 

 


YOU'RE READY TO SYNC!

Going forward, each day, Commerce Sync will transfer all of your sales for the previous day to QuickBooks Online. This transfer will occur after midnight to ensure that all orders for the day are closed. 

For help during your activation, please visit our Help Center:

 

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