Automatically sync your sales data from Clover Hospitality to QuickBooks Online for faster, more accurate bookkeeping. 

Our QuickBooks Online integration allows you to:

• Automatically sync sales data from the Clover Hospitality backend to QuickBooks Online

• View detailed breakdowns of each order, including:

  • Itemized sales

  • Tips

  • Discounts

  • Delivery and service fees

  • Taxes

• Track sales by location and order type (e.g., online ordering, catering, private events, etc.)

• Eliminate the need for manual CSV uploads or data entry

Currently supported order types include:

• POS

• Online Ordering

• Online Catering

• Catered Events

• Private Events

• Payment Requests

• Ticketed Events

• Gift Cards

• Merchandise

Note: The QuickBooks integration with Clover Hospitality POS is supported exclusively on QuickBooks Online. 

1. Go to Your Clover Hospitality Dashboard

   • Navigate to the Integrations section

   • Scroll to Sales Reporting, then select QuickBooks Manage

2. Connect Your Account

   • Click “Connect”

   • Select a Sync Start Date

     • This is the date from which you want your sales data to begin syncing. This date cannot be changed later, so be sure to select the correct date here!

   • Click Proceed to QuickBooks

3. Login to QuickBooks

   • If you have multiple companies in QuickBooks, select the one you want to connect and click Next

4. Enable Required Settings in QuickBooks (if prompted)

   • In your QuickBooks dashboard, navigate to Settings (gear icon) > Account and Settings > Sales

   • Ensure Tips and Discounts are toggled on and enabled

   • Save changes

   • Return to Clover Hospitality  and refresh the page

   • Make sure Sales Tax is set up under Taxes

5. Choose a Location

   • Select the location(s) you want to sync with QuickBooks

     • Note: A warning message may appear if you select a location that was previously connected to another QuickBooks Company. Reconnecting may result in duplicate data.

Issue: Orders not appearing in QuickBooks

• Navigate to the Clover Hospitality dashboard and click Sync Now on the QuickBooks Manage page

• Ensure the correct location is connected

Issue: Error about tips or discounts

• Go to QuickBooks > Settings > Account and Settings > Sales

• Enable both Tips and Discounts

• Save and refresh the page

Issue: Duplicate data warning

• This means the location was previously connected to another QuickBooks company

• Reconnecting will not remove the old data but may result in duplicate data rendering

• Only one company can be connected to a location at a time

This integration simplifies your accounting by:

• Reducing manual data entry

• Providing detailed, accurate sales records

• Helping you stay organized and tax-ready

Q: Can the initial order sync date be adjusted?
A: The sync start date can only be changed by disconnecting the integration and reconnecting it and selecting a new sync start date. Please note that this poses a risk of duplicate receipts being sent to QuickBooks. If duplicates are sent, the customer will need to manually delete the duplicate sales receipts in QuickBooks. 

Q: Can I edit my sales receipts?
A: Sales receipts are editable in QuickBooks, but please note that editing your sales receipts will change the automatic calculation. Therefore, we recommend you do not edit sales receipts. Specifically, any dollar amount fields or tax checkboxes.

Q: Can I connect my QuickBooks account to more than one Clover Hospitality account?
A: No. Your QuickBooks account can only be connected to one Clover Hospitality account at a time.

Q: Can I connect my QuickBooks account to multiple locations?
A: Yes.

Q: Will deleting any of the integrations impact the data I have in QuickBooks?
A: No. Once the data has been synced to QuickBooks, all sales receipts created in QuickBooks will remain in your dashboard. 

Q: What happens if I delete a sales receipt in QuickBooks?
A: You can delete a sales receipt in QuickBooks. Please note that if you delete a sales receipt, the action is final and cannot be undone. If you delete a sales receipt by mistake, you can manually create a new sales receipt in QuickBooks. 

Q: What if I don’t have a QuickBooks account? Can I sign up through Clover Hospitality?
A: If you’re a new QuickBooks user, you can create an account via QuickBooks Online. Once your account has been created, you can enable the integration in the Clover Hospitality dashboard following the steps outlined above.