James
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Activity overview
Latest activity by James-
James created an article,
My payments total does not equal my invoice total - Why?
For certain use cases, we recommend to have the BY CATEGORY field turned off to ensure accuracy between your point of sale payments and invoice totals. Examples of these use cases are: If you freq...
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James created an article,
What is the Refund Item Name field used for?
The REFUND ITEM NAME field is the name of the item that will be used on all the refund receipts in your accounting system. A sample refund receipt is shown below with the default clover REFUND ITEM...
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James created an article,
What is the Refund Account field for?
The REFUND ACCOUNT field is the 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 ACCOUN...
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James created an article,
How do I connect my POS system to my accounting software?
To connect your POS device to your accounting system, first launch your Bccounting app from your Clover dashboard. Then follow the below steps to add a connection! 1. Click the Connections dropdown...
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James created an article,
How do I add a new accounting system?
To add a new accounting system to your Bccounting app, first launch the app from your Clover dashboard. Then follow the below steps to add a connection! 1. Click the ACCOUNTING SYSTEMS dropdown on ...
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James created an article,
How do I add my Quickbooks Online account?
First navigate to the Add New Accounting System page. Then click Add New Account under the Quickbooks Online card. If you are not already logged in to Quickbooks Online, then you will first be aske...
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James created an article,
Can I access the Bccounting App from a Clover device?
Bccounting can only be installed and run from the web.
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James created an article,
Sales Tax isn't showing up on my accounting system invoices
If you need sales tax to integrate with your accounting system, make sure to have Sales Tax enabled in your accounting system.
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James created an article,
How do I edit my connection settings?
Once you have created a connection for each of your POS systems, you are ready to adjust your settings. Every connection has its own settings page. To edit your connection settings, navigate to the...
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James created an article,
How do I set the hours Bccounting runs?
Navigate to the edit connection for the connection you would like to update. Scroll to the bottom of the settings page to enter the number of hours from midnight that you would like the entry to ru...