Commerce Sync will transfer your sales from Clover by a single sales total, by default. You have the option to transfer your sales information with your Clover Category total or Revenue Class amounts.
This option is available on our Expert Plan and you make this selection during the installation process. If you would like to enable this feature or disable it after the installation of your account, please reach out to firstname.lastname@example.org for assistance.
To view your Categories in Clover, go to the Inventory tab on the home page when logged in to Clover.com. Once you click on Inventory there will be a sub-tab of Categories which will allow you to create new categories or edit existing ones. You can also view your Item list (Also under the Inventory tab) to see what category your item is assigned to. You will need to open the item and view which Revenue Class it is assigned to. Alternatively, you can view the Revenue Classes tab and then edit the Revenue Class to see what items are assigned to it.
Categories are visual folders for items to be found on the point of sale device. Sometimes these don't match the bookkeeping needs. Revenue Classes can be a workaround for this as you have the ability to assign items from different categories to the same Revenue Class. An example would be you could have breakfast and lunch items in a Breakfast and Lunch category but then have a Revenue Class that is just Food and has items from both categories in it.
With this feature enabled, you will see your Clover Category or Revenue Class sales are broken down, line-by-line on the invoice that Commerce Sync transfers to your accounting solution.
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Commerce Sync will automatically create the income accounts and items in QuickBooks or Xero to associate your Category or Revenue Class information with. The app will copy the Category or Revenue Class name exactly as it is in Clover and create it that way in your accounting solution.
Any items that are not in a category will be sent over on the invoice as Uncategorized Sales followed by the item name. If you have this feature on, please make sure all items are in a category. If items are in more than one category, the app will also put them on the invoice as Uncategorized Sales since they can't split it between two categories. If you transfer your sales like this and have errors, please click here to view our article on how to fix errors with this feature enabled.