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Clover to QuickBooks Desktop Install Guide

Helpful items to check before installing:

  • You'll need to be logged into the computer that has QuickBooks, when you install the app.
  • This computer that you are installing Commerce Sync on needs to be running Windows 7, 8, or 10. Note: You currently cannot install Commerce Sync on a Mac.
  • The preferred browsers we'd like you to install with are Chrome or Firefox.
  • The QuickBooks company file you wish to sync to needs to be open during installation.
  • You need to be signed in as the Admin and in Single-user mode in QuickBooks for the install to work properly.
  • We recommend that you reboot (turn off and then back on) the computer that you are installing on, prior to installing.

Installing Commerce Sync for Desktop:

  1. Go to Clover from your browser and log in your account.
  2. From the Clover Home Page, open the App Market.
  3. Search for 'Sync' then click on the Commerce Sync App.
  4. For a connection to QuickBooks Desktop, you must select the Expert subscription.
  5. Then click the Accept and Install button.
  6. Click the QuickBooks Desktop icon to start the installation.  
  7. Download the Commerce Sync for Desktop application installer and click Run.
  8. After you select Run, you should see the Commerce Sync for Desktop Screen "Starting Up"
  9. You may need to log into your Clover account again, select the correct location/store and select the Commerce Sync app on your Home Page at this point.
    1.  
  10. Double check that you have QuickBooks open and the correct company file and click 
  11. In QuickBooks, you'll see an Application Certificate pop-up, select Yes, always allow then select Continue and Done. Sometimes this screen is hidden behind other QuickBooks windows, if you don't see this screen minimize your other QuickBooks windows to find it. Note that when you are installing another location, this step is skipped. 
  12. Select whether you would like sales transferred into a Single Income Account or Sales by Category.
  13. Click Complete My Activation.
  14. You'll see the Installation Complete screen and then click the View Dashboard button.
  15. At this time, we recommend opening the Commerce Sync for Desktop app up immediately and waiting for the sync to complete. The green arrows will stop spinning and the next sync time stamp will be showing. 
  16. Once the sync is complete, go to the Commerce Sync Web Dashboard and review your settings.

 

YOU'RE READY! YOU'LL SEE YOUR FIRST SYNC TOMORROW!

Going forward, each day Commerce Sync will transfer all of your sales information for the previous day to QuickBooks Desktop. This transfer will occur after midnight to ensure that all orders for the day are closed. Find out more information on transferring sales that you had prior to installing here.

Commerce Sync is now installed in your Clover account and on your computer. You can access your Commerce Sync Dashboard and review your Settings in your Clover account. Go to Clover Home Page and click on the Commerce Sync app. To open the Commerce Sync app installed on your computer, open the shortcut from your desktop.

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