To import/edit your inventory items, you’ll need to use your Clover credentials and login to the Web Dashboard. Once logged in, you’ll want to follow the instructions on this page to download a template for your inventory items, which you can then fill-out and re-import. The basic steps are: Download the [...]
MX Merchant QuickBooks ExportSince all Dharma accounts are granted free MX Merchant access, you’ll always be able to login to the MX system and view past transaction data, which can be easily exported to an Excel file for QuickBooks import. Here are the steps you’d take to reconcile with QuickBooks: First, login [...]