Use these instructions to connect another location from the same Point of Sale account to Commerce Sync for QuickBooks Desktop. These steps are for:

• Square
• Clover
• Stripe

Note: If you're connecting a location from a different Point of Sale, follow the installation instructions in the Getting Started guide for that specific Point of Sale instead..

Add Location

The following four steps are the same for Square, Clover, and Stripe.

Step 1: Open QuickBooks

Open the QuickBooks company file that you want the new location to transfer sales into.

Note: You must logged in as the Admin user with QuickBooks is in Single-User Mode.

Step 2: Open Commerce Sync for Desktop

Launch the Commerce Sync for Desktop application.

Step 3: Add a New Location

Click the + (Add Location) button.

Step 4: Connect Your Point of Sale

When prompted, sign into your Point of Sale account and choose the location you want to connect.

Continue below for your specific Point of Sale steps.

Clover

After signing into Clover:

1. Select the Correct Location

Use the location drop-down in the upper-left corner of Clover to choose the location you want to connect.

2. Select the Commerce Sync App

From the Clover Home screen, click App Market towards the bottom left, then QuickBooks by Commerce Sync.

Note: If it takes you to the QuickBooks by Commerce Sync page on the App Market, click the green Connect button and go through the steps showing. You can skip step 3 and proceed to the Finish Activation section below.

3. Continue the Activation

It should open another browser tab with a button Open desktop app. Click that and it will continue with the connection on the Commerce Sync for Desktop app. 

You can continue with the Finish Activation section below.

Square

After signing into your Square account:

1. Choose the Location

Commerce Sync will display a list of locations associated with your Square account.

Click Complete Activation next to the location you want to connect.

2. Continue the Activation

After selecting the location, continue with the Finish Activation section below.

Tip: You can repeat these steps for each location you want connected.

Stripe

Stripe uses a slightly different process.

1. Open your Commerce Sync Dashboard for Stripe.
2. Select the QuickBooks Desktop Download option.
3. Install the new CommerceSyncForDesktop_Setup.exe.
4. After installation finishes, double-click the installer if needed. (It may briefly flash without displaying an installation window.)
5. Return to the Commerce Sync for Desktop application that is already open.
6. Click the + (Add Location) button to add the new Stripe connection.
7. Confirm the correct QuickBooks company file is open before continuing.

Finish Activation

After your Point of Sale has been connected:

1. Select how you want sales transferred into QuickBooks:
   • Single Income Account
   • Sales by Category (Square and Clover only)
2. Click Complete My Activation.
3. Click Visit My Dashboard.

The Commerce Sync for Desktop application will begin connecting the new location to your QuickBooks company file.

Wait for the Initial Sync

The initial setup may take several minutes. You'll know the connection is complete when:

• The green arrows stop spinning, and
• A Next Sync timestamp appears.

Once complete, refresh or reopen the Commerce Sync Dashboard and review your transfer settings. Click the view button in the center to see the settings. If you make any changes be sure to click Save at the bottom.

Tip: Click the gear icon on the Commerce Sync for Desktop app to open a new browser tab directly to your dashboard.

Historical Sales

Commerce Sync will begin automatically transferring new sales for this location the day after it gets connected.

Need previous sales transferred as well?

Complete our Historical Transfer Request Form, and we will start the transfer right away.