This article gives you a clear overview of all the Clover related settings in PayTraQer for QuickBooks Online. If you have already connected Clover and completed the basic Express Settings, this guide explains what each setting does and how it affects the entries created in QuickBooks.

We will walk through the Clover Express Settings screen and the Sync Settings tabs for Clover, including Sales, Products & Services, and Tax. For every section you will see what it controls, the recommended default, and when you might want to change it.
Use this article as a setup checklist after your first connect and as a reference whenever you review or fine tune your Clover to QuickBooks mapping.

First time setup: Express Settings for Clover

The Express Settings screen sets a safe default clearing account for all Clover activity.

You will see a card that says “Your sales will be recorded in Clover Bank Account”.

• Clover Bank Account

  • This is the clearing bank in QuickBooks where PayTraQer will post Clover sales and refunds.

  • Best practice is to use a dedicated clearing account such as “Clover Bank Account”, not your real checking account.

Select or confirm the clearing bank, then click Save Settings.

After you save, PayTraQer opens the Transactions dashboard and starts pulling recent (60 days) Clover transactions automatically.

Download historical Clover transactions

After your settings are in place:

1. Go to the Transactions screen in PayTraQer.

2. Click Download Historical Transactions.

3. Choose your date range for past Clover transactions

4. Download. PayTraQer will show these records in the Review tab.

You can later turn on Auto Sync so PayTraQer brings in new Clover activity automatically at regular intervals.

Clover sync settings in detail

You can review or change the default configuration at any time.

Go to Settings → Sync Settings → Clover. You will see three tabs:

• Sales

• Product & Services

• Tax

Sales settings

Accounts

• Bank Account to deposit your sales/income

  • The clearing bank used for Clover sales and refunds.

  • Recommended: keep this as the Clover Bank Account you set in Express Settings.

• Payment methods to track your transactions

  • The payment method written to QuickBooks (for example, Clover).

  • Use this if you want to filter or report on Clover payments in QuickBooks.

Customers

• Do you want to create Customer automatically if it does not exist in your QuickBooks?

  • When ON, PayTraQer creates a new customer in QuickBooks if it cannot find a match.

  • When OFF, you must maintain matching customer records yourself.

• Common Customer for your Sales Transactions

  • Use a single customer, such as “Clover Customer”, for all Clover sales if you do not need per buyer detail.

  • Helpful for high volume retail where individual names are not important.

• Customize Customer Matching

  • Add rules that map Clover buyer names to existing QuickBooks customers, avoiding duplicates.

Tracking

• Location/Department for your Sales transactions

• Class for your Sales transactions

If your QuickBooks file uses Location or Class tracking, set fixed values here so every Clover sale is tagged correctly.

Products & Services settings

Open the Product & Services tab.

Auto Creation

• Do you want to create Products/Services automatically?

  • When ON, PayTraQer creates new items in QuickBooks when Clover item names do not exist.

• Select Products/Services Type to create items automatically when it does not exist

  • Choose Non Inventory or Service for auto created Clover items.

• Select Income Account for the Products/Services associated with your transactions

  • Set the income account where revenue for new items should post.

Match Product

• Match Product by

  • Default is Name.

  • Switch to SKU if your Clover and QuickBooks item lists share stable SKUs.

• Customize Product Matching

  • Add mapping rules when Clover item names differ from QuickBooks item names.

Common Item

• Do you want to use common product/service for all your sales?

  • Turn this ON if you do not need line level item detail.

• Select common product/service

  • Choose a single QuickBooks item to use on every Clover sale.

Tax settings

Open the Tax tab.

• Do you want to calculate and apply tax automatically for all your sales & expenses?

  • When ON, PayTraQer reads Clover tax amounts and maps them to QuickBooks tax codes where possible.

• Tax Included in Payments?
  

  • Enter the tax Percentage(%) for direct payments received

  • Enter the tax Percentage(%) for Shipping

  • Use these fields when your Clover amounts are tax inclusive and you want PayTraQer to split tax correctly.
    

• Tax Code

  • Choose a common QuickBooks tax code if you want to use one code for all Clover transactions.

  • Use this only when your tax setup is simple. It overrides some automatic detection.

Need help?

If you get stuck at any step, you can contact us at support@saasant.com for assistance or schedule a quick walkthrough with our team.