Estate Sale Buisness using Square

Forum|Forum|6 months ago
February 14, 2026
3 replies
29 views

We do estate sales in the clients homes and we use square for payments. Our sales are 3 days, forms of payments are cash and card. We do tax and whole sale. The first day of our sale is 3-6pm pacific time so we run into the cut off time of 5pm of the deposit square sends off. I tried doing the integration but it did not work for me. We have sales in a few different cities which messes up the sales tax so I want to manually enter in quickbooks. Please help me 1)do I enter as a receipt? or journal? 2) the cut off on the first day is confusing. 3) I've been putting the check we write to the client as an expense and catagory "estate procedes" I almost feel like there should be some kind of invonce or something I don't know. Please respond in detail even screenshots. Thanks

QuickBooks Online

R

RhoiceW

QuickBooks Team

Hi there, maikog. I appreciate you sharing the details of your estate sale business operations. I'd be glad to help you clarify and take this step-by-step so we can organize everything clearly.

Before diving in, could you share more about the issues you’re experiencing with integrating Square into QuickBooks Online? Knowing this will help me provide better guidance.

Regarding your first question, you’re absolutely correct, entering the transactions as sales receipts is the best approach. This allows you to include important details like payment methods (cash or card), applicable sales tax, and other relevant data for each day’s sales.

As for the cut-off time confusion, Square processes deposits at 5 PM Pacific Time. Any sales recorded after that time will be included in the next deposit cycle. To keep accurate records, you may want to log sales separately for transactions before and after the cut-off time in QuickBooks.

Finally, regarding the check for your client, I’d recommend consulting your accountant to ensure everything is properly recorded and managed in QuickBooks. If you don’t currently have an accountant, I’d be happy to help you find one to guide you.

If you need more assistance related to QuickBooks, don't hesitate to reply here. We're here to help.

M

MaikogAuthor

New Member

The numbers do not match especially sales tax because it doesn’t have the capability of tracking multiple locations even if you change the address in the line. Then the transactions disappear in the integration screen, and sometimes the I goto the my integration and the square disappears or has two square buttons. And now has added transactions twice

so I’m done I need to know how to exactly add daily sales manually that match the deposit. Also should I somehow connect it to the client we are having the sale for?

J

Jane_M

QuickBooks Team

Hi there, Maikog. Thanks for returning to this thread. Recording this type of transaction is handled differently in QuickBooks Online (QBO). I'll guide you through the process to make sure it's done correctly.

On the first day of your estate sale, Square processes transactions in two batches due to the 5 PM Pacific Time cutoff. To keep your records aligned with Square deposits, you can create two separate sales receipts for that day, one for sales before 5 PM and another for sales after 5 PM. For detailed guidance, refer to this article: Record Your Total Daily Sales.

Since estate sales involve handling money for a client, tracking payouts is done differently. Using the client’s name when recording these transactions can also help you track each estate sale more clearly. For more details on this process, check this guide: Record Consignment Sales.

For further guidance, please consult your accountant to ensure proper recording and compliance.

Regarding your integration setup, I recommend reaching out to our QuickBooks Live Support team. They have the specialized tools necessary to review your account and provide clear guidance on the next steps.

For additional help organizing your transactions, check this article: Categorize online bank transactions in QuickBooks Online.

Please let us know in the comments below if you have further questions.

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