Clover

The Clover integration posts one balanced journal entry per day — a Z-report — with net sales split by tax rate, the tax collected, tips where applicable, and the money received split by payment type into your cash and bank accounts.

Connect

1. Open Apps, select Clover POS and choose the region your account is hosted in — United States, Europe, Latin America or Sandbox.
2. Select Connect Clover and authorise in Clover.

Map accounts

Before the first sync, tell OneBooks where each figure goes. Defaults are proposed; change them if you use custom accounts.

• Tender → debit account — every tender (payment type) discovered from your Clover account maps to a cash or bank account.
• Revenue, tax payable, tips and a default payment account.

Any payment type without a mapping makes that day’s sync fail with a clear message — map it and re-sync.

The sync

• Runs automatically every hour and posts each completed day in the store’s timezone.
• Manual re-sync — enter a date range (or leave it empty for a catch-up of all unsynced days). A day that was already posted is reversed and re-posted, never duplicated.
• Each day’s status is listed under the connection: Pending, Posted, Failed (with the reason) or Skipped (no sales).

Accounting effect

Per day: Debit the mapped cash/bank accounts by payment type · Credit 4000 Sales Revenue (net, by tax rate) · Credit 2100 VAT Payable for tax collected · Credit 2400 Tips Payable for tips. Refunds reduce the same lines. The entry’s source type is POS summary, which makes it reversible as a unit.

Disconnect

Disconnect stops the sync and removes stored tokens; posted entries stay in the ledger.

Related

Apps and integrations overview

Cash and bank accounts

Tax report and tax summary