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How to Integrate Clover with QuickBooks?

As you know that for any business, the sale is much needed. But keeping all the information regarding sales is […]

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As you know that for any business, the sale is much needed. But keeping all the information regarding sales is not as easy as you think. For providing comfort to small and midsized businesses, do integrate Clover with QuickBooks which will be much helpful. In this article, you get to know what Clover is and what benefits you get after integrating with QuickBooks.

Save Time, Reduce Errors, and Improve Accuracy

Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Desktop. Utilize import, export, and delete services of Dancing Numbers software.

What is Clover and How does it help with QuickBooks?

Clover is a cloud-based Android point of sale platform. It is an easy-to-use point of sale system for little and medium-sized businesses. It accompanies a great many software and hardware choices to suit your particular requirements. Whether you maintain a retail business, own a café, or offer types of assistance, Clover can meet all of your processing and point-of-sale needs. When you integrate Clover with QuickBooks then it eliminates all the manual entries as it becomes automatic using the PayTraQer.

Features of Clover

1. Sales by Category

It helps in transferring sales activity into particular pay accounts based on the categories or marks you’ve made.

2. Sales Tax

Commerce Sync records all your sales tax, whether you utilize a single, consolidated or different effective rate.

3. Automatic Daily Transfer

With the help of Commerce Sync, it will automatically transfer all of your sales activity every day. There is no cap or added cost for the number of deals we sync.

4. Daily Sales Summary

Your action is transferred in a single receipt that catches all deals for the day, with tax, tips, limits, and gift vouchers recorded as separate line items.

5. Deposit Reconciliation

Wrap all your Clover Credit and Debit Card deals into a perfect little bow, which matches your bank explanation like magic!

6. Simple Setup

With only a couple of snaps, you’ll be prepared to dispose of the manual information section and begin moving the same evening.

7. Multiple Locations

Whether you have two or 200 areas, will move each of your deal data into the same or different QuickBooks/Xero accounts.

8. Customer Detail

This feature empowers you to follow deals on a for every Customer premise, rather than as a daily sales summary.

9. Unlimited Assistance

Any place you are, anything that you’re paying for, and anything that your necessities it offers limitless email and live chat assistance.

What are the Key Benefits of Integrating Clover with QuickBooks?

1. Save Time and Money

Commerce Sync saves clients a normal of 300 hours out every year. It automates transfer so you can focus on what you do best: maintain your business.

2. Down to the Penny

We get things like tax liability right the initial time, without fail. You don’t need to stress over wasting time manually removing duplicate or wrong sections.

3. Skill Readily Available

Automated accounting is deceptively troublesome. It isn’t to reach us. Whether by talk, email, telephone, or our insight base you have direct access to a group that knows both Clover and QuickBooks.

Steps for Installing Commerce Sync

  • Sign in to Clover.com from an internet browser (not a Clover device).
  • From the menu, click More Tools.
  • Search for or type in “QuickBooks by Commerce Sync“.
  • Click on the QuickBooks by Commerce Sync application.
  • Click Connect.
  • Select the Essential or Expert plan and afterward click Accept.
  • Click the green Open App button to proceed.

How to Connect Clover to QuickBooks?

During the following couple of steps, you will sign in to your QuickBooks Online record. This process happens in the Commerce Sync Dashboard.

  • Click on the Connect to QuickBooks icon. If you don’t have a QuickBooks account, you’ll have to set that up first and afterward return to this step.
  • Sign in to your QuickBooks Online account using your QuickBooks Admin login credentials
    • Assuming you have numerous QuickBooks company files, you will be prompted to choose the one you’d like Commerce Sync to connect to.
  • Click the Connect button

Verify and Continue

After the approval is finished, Commerce Sync will check your activation. When you see the green marks of approval, click Continue.

If you see a red X, kindly contact the Support Team for additional help.

You are Almost Ready to Sync

Depending upon your Clover settings, QuickBooks Online settings, or the Commerce Sync tier that you picked, there might be a few extra advances or notices for you to survey. The following are a few assets to assist you with finishing those means.

  • Sales by Category
  • Multiple Sales Tax Rate Support

Now you are at your Commerce Sync Dashboard to view and change your account settings.

Ready to Sync

You’ll accept your first transfer the day after you install and connect. Going ahead, every day, Commerce Sync will move each of your deals for the earlier day to QuickBooks Online. This transfer will happen after midnight to guarantee that all orders for the day are shut.

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

  • Figure out more data on transferring sales that you had before install
  • Dealing with your Commerce Sync settings
  • Audit how your sales data will show up in QuickBooks Online
  • Troubleshooting Transfer Errors

How to Transfer Clover Sales into QuickBooks?

Sync Clover Sales Transactions into QuickBooks automatically whenever with no manual help. Import Unlimited Clover historical transactions to QuickBooks in a single click.

Have full control of your Clover exchanges in QuickBooks with a strong and simple-to-use dashboard.

By reading the above article now hopefully you have understood what Clover is and how to integrate clover with QuickBooks. The Clover platforms provide a customer-facing experience that enhances the POS and handles all payment undertakings. In case you still get any issues without any hassle, contact with Dancing Numbers team via LIVE CHAT. The team is available 365 days a year so do connect with them and fix your issues in no time.

Accounting Professionals, CPA, Enterprises, Owners
Accounting Professionals

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-347-428-6831 or chat with experts.


Frequently Asked Questions (Faqs)

Can You Connect Clover to QuickBooks?

Clover’s POS solutions integrate consistently with a considerable lot of the most famous business tools available – including QuickBooks. It additionally supports some third-party accounting, invoicing, payroll, and accounting stages – which are all suitable on the Clover App Market.

How to Sync Clover Payments for the Previous Month after Integrating Clover with QuickBooks?

Clover historical transactions can be recorded using the “Download Historical Transactions” highlight in PayTraQer.

Can You Pay Vendors through QuickBooks?

At the point when you enter bills from your vendor invoices in QuickBooks Desktop, you have the choice to pay them through Direct Deposit. Go to the Vendors menu, then select Pay Bills. Select the vendor you need to pay. Filter the list so just vendors set apart for payment by Direct Deposit appear.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

img

Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Dancing Numbers: Case Study

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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