Transferring Sales for Multiple Locations Into One QuickBooks Account

If you have multiple locations using the same QuickBooks account, you can customize Commerce Sync so each location transfers sales using its own customer, tax rates, and bank account in your accounting software.

Step 1: Create a Customer for Each Location

Create a separate Customer for each location that will make them easy to identify. You can use the name of your POS with a street name, city name, business name etc.

Examples:

• Clover Customer - Uptown
• Square Customer - MainSt
• Stripe Customer - Downtown
• GoDaddy Customer - Southside

Commerce Sync will transfer the sales activity using these customers in your accounting solution.

Step 2: Set Up Tax Rates (Optional)

Only complete this step if you want sales tax reported separately for each location in QuickBooks.

1. In your POS system, create or identify the tax rate for each location.
   • Example:
     • Uptown City Tax Rate
     • Downtown City Tax Rate
2. In QuickBooks, create matching tax rates using the exact same names as they appear in your POS.

For more information about working with multiple tax rates, see our article on multiple tax rates.

Step 3: Set Up Bank Accounts

If each location deposits into a different bank account, make sure those bank accounts are already created in QuickBooks before continuing.

Step 4: Connect Each Location

For QuickBooks Desktop users: See our article on adding new locations before continuing.

For QuickBooks Online users: See our Installation Guides and select the POS you're connecting.

Please note: If more than one location is transferring into the same QuickBooks Online account, please reach out to support@commercesync.com and let us know. We will create custom document numbers for each location to bypass the built-in duplication protection. 

Step 5: Update Commerce Sync Settings

If you access all locations under the same POS account login, be sure the correct location is selected before making the changes below:

1. Go to the Commerce Sync Dashboard. Access the Commerce Sync Dashboard
2. Click the View button in the center under the Settings box.
3. Scroll to the Customer box and click to see the drop down menu (or just type it in). Select or type Customer you created in Step 1.
4. If deposits are supported, select the appropriate Bank Account from Step 3.
5. Scroll to the bottom and click Save.

What Happens Next?

Commerce Sync will transfer sales from each location into the same company file or QuickBooks Online account while keeping them separated by the customer assigned to that location.

This allows you to:

• Track each location independently.
• Customize your Profit & Loss report by Customer to view location-specific results.

Not sure?

We're here to help! Send us an email at support@commercesync.com and we will get you pointed in the right direction.

multistore, multi store