How do I map my GL Accounts and TaxCode to my POS data points?

Your General Ledger accounts and Tax Codes must be created through the accounting system that is attached to your connection. On the Edit Connection page, you can associate each of your accounts to a data point from your POS system. If you do not select values for all the data points available on the Edit Connection page, defaults will be created in your accounting system and used for this connection. Below is a listing of each account you will need to select:

SALES ACCOUNT - General ledger income account that will be used when creating any new sales items in your accounting system. This will only be used if a new sales item is created. It will not affect any existing items in your accounting system. If you do not select a SALES ACCOUNT, then a default account will be created for you named "Sales of Product Income". If you already have an existing account that has the same name as our default, then that existing account will be used and a new one will not be created.

REFUND ACCOUNT - General ledger account that will be used as the account to "refund from" when creating any refunds in your accounting system. If you do not select a REFUND ACCOUNT, then a default account will be created for you named "Undeposited Funds". If you already have an existing account that has the same name as our default, then that existing account will be used and a new one will not be created.

TIP ACCOUNT - General ledger income account that will be used when creating any new tip items in your accounting system. This will only be used if a new tip item is created, it will not affect any existing items in your accounting system. If you do not select a TIP ACCOUNT, then a default account will be created for you named "Tips". If you already have an existing account that has the same name as our default, then that existing account will be used and a new one will not be created.

NONREVENUE ACCOUNT - General ledger income account that will be used when creating any new non-revenue items in your accounting system. This will only be used if a new non-revenue item is being created, it will not affect any existing items in your accounting system. If you do not select a NONREVENUE  ACCOUNT, then a default account will be created for you named "Nonrevenue". If you already have an existing account that has the same name as our default, then that existing account will be used and a new one will not be created.

DISCOUNT ACCOUNT - General ledger income account that will be used when creating any new discount items in your accounting system. This will only be used if a new discount item is created, it will not affect any existing items in your accounting system. If you do not select a DISCOUNT ACCOUNT, then a default account will be created for you named "Discounts Given". If you already have an existing account that has the same name as our default, then that existing account will be used and a new one will not be created.

TAX CODE - Tax code that will be used on the invoice for any sales tax. If you do not select a TAX CODE to use, we will create a default tax code, and tax agency with the name: "[POS Type] Tax". So, if you are using a clover point of sale, the default tax code name would be "Clover Tax". This field is only used in your accounting system if you are not using the quickbooks online automated sales tax. If you are using the automated sales tax, then quickbooks will choose your tax code automatically.