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 in 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 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 Labels in your POS. This will transfer as an Invoice with a line item for each Label, associated to a specific Income Account for each Label. |
| 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