The Sales by Category feature allows you to transfer sales information into specific QuickBooks or Xero income accounts based on your Point of Sale (POS) categories* you have assigned to each item.
During your Commerce Sync installation, you may see these options:
Here is the information on these selections:
| A Single Income Account | The sales information from your POS will be transferred as a daily summary. This daily summary will be transferred as an Invoice with one line item, into a single, generic Income Account in your Accounting Solution. |
| By Category | The sales information from your POS will be transferred broken down by the Categories that are set up in your POS. This will transfer as an Invoice with a line item for each Category, associated to a specific Income Account for each Category. |
| By Label (Clover only) | The sales information from Clover (only) will be transferred broken down by the Revenue Classes in your POS (Under the Inventory Tab on Clover.com). This will transfer as an Invoice with a line item for each Revenue Class, associated to a specific Income Account for each Revenue Class. |
| Not Sure? | If you aren't sure what to choose, click the Contact Us option above to reach our Support Team. We can help you choose what selection you need. |
*This feature is only supported for Clover and Square users
Please review the following article for information on what is/isn't supported for the Sales by Category feature: Sales by Category Requirements, Restrictions, and How to Fix Errors