How to Map Clover Categories to QuickBooks Accounts
Learn how to map your Clover POS sales categories to the right QuickBooks accounts. Get your chart of accounts aligned in minutes.
What Are Category Mappings?
When SalesToBooks syncs your daily sales from Clover to QuickBooks, it needs to know where each sale belongs. Category mappings are the connection: "Sales from your Food category go to the Sales - Food income account in QuickBooks."
Without mappings, everything lands in one generic bucket. With them, every dollar hits the right account automatically.
How Mappings Work
Your Clover POS organizes items into categories — Food, Beverage, Retail, Alcohol, etc. Your QuickBooks has a chart of accounts with income accounts — Sales Revenue, Food Sales, Bar Sales, etc.
Mappings connect these two systems. Each Clover category maps to one QuickBooks income account.
Step 1: Go to the Mappings Page
After connecting Clover and QuickBooks, navigate to Connections in the sidebar, then click Mappings on your connection card. You'll see two sections: Categories and Tenders.
Step 2: Review Your Clover Categories
SalesToBooks automatically pulls all your active Clover categories. They'll be listed by name. If a category is missing, check whether it's active in Clover — we only import active ones.
Step 3: Map Each Category
For each Clover category, select the corresponding QuickBooks income account from the dropdown. Common mappings:
- Food → Sales - Food (or Food Revenue)
- Beverage → Sales - Beverage (or Bar Sales)
- Alcohol → Sales - Alcohol
- Retail / Merchandise → Sales - Retail
- Gift Cards → Gift Card Liability
Don't have matching accounts in QuickBooks? SalesToBooks can create them for you, or you can set them up in QuickBooks first and refresh.
Step 4: Use AI Suggestions
Not sure what maps where? Click AI Suggest and SalesToBooks will analyze your Clover categories against your QuickBooks chart of accounts and recommend the best pairings. Review, adjust if needed, and save.
Step 5: Save and Verify
Click Save Mappings. Your mappings take effect on the next sync. Future daily syncs use these mappings to create properly categorized entries in QuickBooks.
You can update mappings anytime — future syncs use the latest version. If you need to fix a past sync, re-push that day's report from the Reports page.
Tips
- Map every active category. Unmapped categories show a warning on your dashboard.
- When you add new categories in Clover, SalesToBooks detects them on the next sync and asks you to map them.
- Your accountant can manage mappings from their free dashboard if you prefer to hand that off.