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Provide support for multiple locations: This app works best if you only use a single location within Square. What does Sync with Square not do at this time?Īt this time, Sync with Square does not do the following:

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Read how to match downloaded items to QuickBooks transactions. We recommend that you match this settlement to the corresponding transaction that comes through your bank feed. Settlement transactions imported through Sync with Square are recorded as transfers in QuickBooks, with detailed information on the settlement. Sync with Square imports transactions to reflect your sales, fees, refunds, tips, and transfers from Square, whereas connecting your Square settlement bank account only brings in the transfer transactions. How is Sync with Square different from bank feeds? Learn how to turn your email notifications on or off from your QuickBooks settings. You also get a summary of these imports via email, unless you choose to turn this subscription off. The import starts from the day that you connect to Sync with Square. This app imports transactions once a day, at the end of the day. How many times a day does Sync with Square import my transactions? You can import up to 18 months of previous Square transactions. Read more about reviewing transactions from Square after they import. We recommend that you review your imported Square transactions on a regular basis to make adjustments or additions if needed. Depending on the number of transactions, it might take about 24 hours for all your transactions to import. How do I import transactions with Sync with Square?Īfter you connect, transactions start importing automatically on a nightly basis. Review step-by-step instructions for connecting QuickBooks with Square. You can easily connect to Sync with Square from the Intuit QuickBooks Apps page or from within QuickBooks.

Learn more about what to do before you connect. This will let QuickBooks automatically assign the right items to a sale when your Square transactions are imported. Optionally, import your Square Item Library to QuickBooks. Make sure that the bank account you use for receiving transfers from Square is set up in QuickBooks. What do I need to know before I connect to Sync with Square? Invoice details: Including items and quantities sold, discounts, shipping costs, and taxes applied.įees: Square processing fees and bank transfer fees. Transaction details: Including sales information, refunds, taxes, tips, and discounts. Once your transactions sync with QuickBooks, you’ll be able to view: At the end of the day, each sale processed through Square is automatically imported into QuickBooks as an invoice and payment. Sync with Square imports your Square sales and settlements into QuickBooks Online. What is QuickBooks Online Sync with Square? Find answers to common questions about QuickBook’s integration with Square.
