Why doesn’t my payments total match my invoice total?
This usually happens when By Category is turned on and you often:
- Take partial payments on orders
- Refund item modifiers
In these cases, Bccounting can’t always split the payment or refund across categories the same way it appears on the invoice. As a result, your daily payments may not match your invoice total in your accounting system.
To fix it: Turn By Category off. All sales are then combined into one line item on the invoice, using your Sales Item Name, and your payments and invoice totals will match.
For more about this setting, see Customize Your Invoice Settings.
Why isn’t sales tax showing on my invoices?
Sales tax has to be turned on in your accounting system before Bccounting can add it to your invoices.
To fix it:
- Turn on sales tax in your accounting system.
- Check the Tax Code field in your connection settings. If you leave it blank, Bccounting creates a default tax code for you. If you use QuickBooks Online’s automated sales tax, QuickBooks chooses the tax code instead.
For more about the Tax Code field, see Edit Your Bccounting Connection Settings.
Why don’t my daily entry numbers match my end of day receipt?
There are two common causes.
Your Closeout Offset doesn’t match your end of day time. The Closeout Offset controls when Bccounting runs your daily entry. If it’s set to a different time than when you run your end of day receipt in Clover, the two reports cover different time periods.
To fix it: Set your Closeout Offset to the same time you run your end of day receipt. See Edit Your Bccounting Connection Settings.
You have pending offline sales. Sales taken while your Clover device was offline don’t reach Clover until the device reconnects. If they sync after Bccounting runs your daily entry, they won’t be in that day’s numbers.
To fix it: Make sure your Clover device is online and any offline payments have finished processing before your Closeout Offset time.
How do I stop Bccounting from syncing my data?
Bccounting syncs data only for active connections. To stop syncing, deactivate the connection.
- Go to the Manage Connections page in Bccounting.
- Find the connection you want to stop syncing.
- Deactivate the connection.
When a connection is deactivated, Bccounting stops sending data from that POS system to your accounting system. Your other active connections keep syncing.