How to manually enter your Clover sales information

Here are the manual steps to enter your sales information from Clover.

  1. Log into your account.
  2. Open the Reporting app from your Clover Home Page
  3. Select one day to review.

Creating the Invoice with your sales information on it:

From the Reporting app, you'll find these pieces of information:

  • The Tender Stats total will be the total of your invoice, this is your total sales for the day
  • Refund, discounts and tips will be displayed in the Summary
  • Each individual Tender Stat payment method will be the total of the payment you receive on the invoice
  • On the Taxes tab, you will find your taxable totals and non-taxable totals

Creating the invoice in QuickBooks Online:

  1. Log into your Quickbooks account
  2. Click on Sales (left) --> Customer (top) --> Clover Customer (click on the name in the list)
  3. Click on the green Transaction button (top right) and then select Invoice in the list
  4. For the Invoice Date, enter in the date of the sales
  5. Adding your taxable and non-taxable sales:
    1. Under the Product/Service column, enter 'Clover Item'.
    2. In the description type in Non-taxable Sales
    3. Enter in the total amount for Non-taxable from your Clover Reporting app, Taxes tab
    4. Repeat steps 1 - 4 for the Taxable sales
    5. Check the Tax column
  6. Adding in any refunds, discounts or tips
    1. Under the Product/Services column, enter in the appropriate item (Clover Discounts, Clover Tips, etc.)
    2. Enter in the total amount of refunds, discounts or tips from your Clover Reporting app, Payments tab
  7. If the total amount of the invoice is slightly off from your Tender Stats total in Clover:
    1. Under the Product/Service column, enter in Clover Tax Offset
    2. Enter in a + or - amount to get the total amount of the invoice to equal the total of the Tender Stats from your Clover Reporting App Tender Stats total
  8. Click Save and Close to save the invoice in QuickBooks

Creating the payments:

  1. In QuickBooks, on the invoice you've created in the steps above, click the Receive Payment button (top right)  
  2. In QuickBooks, select the payment method for the first payment method type you are entering
  3. Select the bank account to Deposit to (typically Undeposited Funds)
  4. Enter the payment total from your Clover Reporting app Payment tab, from the Tender Stats area.
  5. Repeat this Receive Payment step for each payment type. You may need to create a generic "Clover Credit Card" payment type in QuickBooks so that you don't have to enter a card number.

We recommend working with your bookkeeper and accountant on any questions that you may have with this.

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