Support

Currently, we support Clover POS systems. Clover is one of the most popular POS systems for restaurants and retail businesses. We're actively working on adding support for Square, Toast, and other popular POS systems. Sign up to be notified when your preferred POS is supported.

Every day, our system automatically fetches your sales data from Clover, aggregates it by category and payment method, and creates a corresponding Sales Receipt in QuickBooks Online. You can choose between a daily summary (one receipt per day) or detailed by category (separate line items for each category). The sync happens in the background — you don't have to do anything!

Absolutely. We take security seriously:

• OAuth 2.0: We use secure OAuth connections. We never see or store your Clover or QuickBooks passwords.
• Encryption: All data is encrypted in transit (TLS 1.3) and at rest (AES-256).
• No Data Storage: We only store the minimum data needed for sync. Your actual sales transactions stay with Clover and QuickBooks.
• SOC 2 Compliant: Our infrastructure follows industry best practices for security.

Yes! TheOwnerStack is designed with accountants in mind. During setup, you can choose to invite your accountant to complete the configuration on your behalf. Your accountant will receive an email invitation and can set up the category mappings, connect accounts, and manage the sync. Accountants can also manage multiple client businesses from a single dashboard.

Our Professional plan supports unlimited Clover locations. Each location syncs independently to your QuickBooks account, making it easy to track sales across all your locations. You can view reports and manage mappings for each location separately or see consolidated data across all locations.

Yes! During setup, you can choose to sync up to 90 days of historical sales data. This is great if you want to backfill your QuickBooks with recent sales that you haven't entered yet. Simply select your preferred start date during the onboarding wizard.

Connecting your Clover account is simple. During onboarding, click the "Connect Clover" button and you'll be redirected to Clover's secure authorization page. Log in with your Clover credentials and approve the connection. We use OAuth 2.0, so we never see your password. Once authorized, we'll automatically pull in your categories, tenders, and merchant information.

Similarly to Clover, click "Connect QuickBooks" during onboarding. You'll be redirected to Intuit's secure authorization page. Log in and select the QuickBooks company you'd like to sync with. Once connected, we'll set up the necessary accounts and items in QuickBooks to receive your daily sales data.

If a sync fails, you'll be notified via email. You can view the failed report on your dashboard and retry the sync with one click. Common causes include expired OAuth tokens (which are automatically refreshed) or temporary API outages. If a problem persists, our support team is here to help.

Yes! The Mappings page allows you to customize how each Clover category maps to a QuickBooks item, and how each payment tender maps to a QuickBooks account. We also offer AI-powered suggestions to help you set up mappings quickly and accurately.