From QuickBooks into Clovero
- Customers, with their email and ship-to address
- Suppliers
- Products, with their price and SKU
QuickBooks Online and Desktop
Keep QuickBooks. Add everything it can’t do.
Clovero runs the produce side of the business: orders, lots, inventory, packing and recalls. QuickBooks stays your books, the system your accountant or bookkeeper already knows.
- Works with
- Online and Desktop
- Your ledger
- Stays put
- Double entry
- None
- Setup
- Done with you
Why keep QuickBooks
No rip and replace.
A big ERP asks you to move your books. Clovero leaves them where they are.
Your bookkeeper stays at home
Your accountant or bookkeeper keeps working in QuickBooks. Nobody learns a new ledger at tax time.
Nothing to switch off
Payroll, taxes, bank feeds and reports stay in QuickBooks. Clovero adds the produce work QuickBooks was never built for.
Start from what you have
Your customers, suppliers and products come in from QuickBooks, so day one doesn’t start from a blank screen.
What moves where
Entered once. Kept in step.
From Clovero into QuickBooks
- Invoices built from what was packed, numbered the QuickBooks way
- Price and SKU changes on linked products
- On QuickBooks Desktop, the lot code on each invoice
Stays in QuickBooks
- Your ledger and chart of accounts
- Payroll and taxes
- Bank feeds and reconciliation
- Your financial reports
Who keeps which records.
QuickBooks keeps the money. It isn’t built to record which lot of peppers went to which customer, and that’s what the FDA’s food traceability rule, FSMA 204, asks a produce business to show. So the lot records live in Clovero, beside the books.
| Record | Kept in |
|---|---|
| Ledger, chart of accounts, payroll and taxes | QuickBooks |
| Bank feeds, reconciliation and financial reports | QuickBooks |
| Customers, suppliers and products | Start in QuickBooks, linked in Clovero |
| Invoices | Built in Clovero from what was packed, then sent to QuickBooks |
| Lot codes, and where each lot came from and went | Clovero |
| Repacks and the lots that went into them | Clovero |
| FSMA 204 records and the spreadsheet the FDA can ask for | Clovero |
New to the rule? Read FSMA 204 in plain English, or check what your records are missing.
Set up with you
Matched, not duplicated.
Records with the same name, email or SKU link on their own. Anything close waits on a Match screen for someone to link, add or skip.
Match
Customers, suppliers and products are matched by name, email and SKU, so you don’t end up with two of each.
Kept current
Changes in QuickBooks Online come over on their own, and someone can check for changes any time.
Your call
An owner or admin turns the sync on, sees how many records will come in, and presses Start.
What Clovero adds to QuickBooks
Invoicing
Invoices built from what was packed, sent to QuickBooks.
See how it works (Invoicing)Order entry
Texted and emailed orders become priced draft invoices.
See how it works (Order entry)Markup pricing
Prices that follow your costs, per item and per customer.
See how it works (Markup pricing)Lot traceability
Every lot followed from the dock to the customer.
See how it works (Lot traceability)
Questions about QuickBooks.
Do we have to replace QuickBooks?
No. QuickBooks stays your accounting ledger. Clovero runs orders, lots, inventory and packing beside it.
Does it work with QuickBooks Desktop?
Yes. Clovero connects to QuickBooks Desktop through the QuickBooks Web Connector, and to QuickBooks Online directly.
What does our bookkeeper have to change?
Nothing about how they work. Invoices from Clovero appear in QuickBooks, so they keep reconciling, reporting and filing the way they do now.
Will we end up with duplicate customers or products?
No. Records are matched by name, email and SKU, and anything that isn’t a clear match waits for a person to decide.
What about Xero or another accounting system?
Clovero connects with QuickBooks today. CloTrace can run beside another accounting system or ERP, and we scope any connection with you.
Keep your books. Gain a day.
See Clovero working beside your own QuickBooks.
See how Clovero fits beside QuickBooks