How to integrate Clover with quickbooks?

September 15, 2021
Quickbooks

Clover is one of the fastest-growing POS (Point of Sale) services and providers available in the market today. Clover offers many features such as Online Ordering, Take it curbside, Go mobile, and Gift cards included. All of these features make Clover very crucial for business today of any scale. So, integrating with any app with quickbooks can boost your business and eventually save your precious time from manually entering entries. So, in this article, we are going to know how Clover can integrate with quickbooks? And How it can help to boost your business?

Clover Integration with quickbooks

Clover can be integrated with quickbooks by quickbooks by Commerce Sync for both quickbooks Online and quickbooks Desktop. So, we are going to look on both ways step by step

quickbooks by Commerce Sync

For quickbooks Online

For quickbooks Online, we can integrate Clover with quickbooks by using quickbooks by Commerce Sync, we can do it by the following way

  • First of all go to the ‘Clover App Store’
  • Then, in the search bar, enter quickbooks by Commerce Sync and then click on ‘Connect’
  • After that two different plans will popup in the window, namely Expert and Essentials, which cost $39 per month and $19.95 per month respectively
  • Select the appropriate plan and then click on ‘Accept’
  • Now to open your newly connected quickbooks by Commerce Sync, click on ‘Open App’
  • After that, it will take you to the next page where three options will be given, namely Xero, quickbooks Online and quickbooks Desktop. Select the appropriate service you want to connect with. In our case, we are going to choose ‘quickbooks Online’
  • After that a window for sign in for quickbooks Online will open, enter your quickbooks Online credentials and click on ‘Sign in’, or if your quickbooks Online account is associated with Google, then you can choose the option of ‘Sign in with Google’
  • After that, an authorize window will appear on the screen with the information of connecting quickbooks Online with Commerce Sync for Clover, if you are agree then click on ‘Connect’
  • Now, Commerce Sync is verifying the details and informations received from quickbooks and once the information is being verified, it shows green indicator in front of that particular piece of information, once this step is done click on ‘Continue’
  • After that, in the next window, you will see ‘You are ready to Sync’, menas all the information are verified and everything is settle up for the integration process to start, for finalize it click on ‘Complete My Activation’

This was the whole process of setting up quickbooks Online with Commerce Sync for Clover integration. Next we are going to same for quickbooks Desktop

For quickbooks Desktop

For quickbooks Desktop, we can integrate Clover with quickbooks by using quickbooks by Commerce Sync, we can do it by the following way

  • First of all go to the ‘Clover App Store’
  • Then, in the search bar, enter quickbooks by Commerce Sync and then click on ‘Connect’
  • After that two different plans will popup in the window, namely Expert and Essentials, which cost $39 per month and $19.95 per month respectively
  • Select the appropriate plan and then click on ‘Accept’
  • Now to open your newly connected quickbooks by Commerce Sync, click on ‘Open App’
  • After that, it will take you to the next page where three options will be given, namely Xero, quickbooks Online and quickbooks Desktop. Select the appropriate service you want to connect with. In our case, we are going to choose ‘quickbooks Desktop’
  • Now, there will be a zip file download starting, wait for till it downloaded
  • Once the file fully downloaded, open it by double right click, then a new window apperas with a ‘Run’ option, click on ‘Run’ for running the file
  • After running, then your ‘Commerce Sync’ will open, after that click on the light icon next to Commerce Sync, expand it, you will see many options after that, come to the last option syaing as ‘quickbooks by Commerce Sync’, click on it
  • Now, Connect Commerce Sync with quickbooks page appereas on screen with ‘Continue’ button, click on it
  • After that a new window will appers with authorization, click on ‘Yes’
  • Now, everything is verfied and installation is in finalizing
  • Now, Installation is complete with ‘View Dashboard’ option, click on it for viewing your dashboard
  • After that, in the next window, you will see ‘You are ready to Sync’, menas all the information are verified and everything is settle up for the integration process to start, for finalize it click on ‘Complete My Activation’

This is how you can connect your quickbooks desktop with Commerce Sync for Clover Integration

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