Editing income account on transactions imported from Square

Hello there, jsupple.

Yes. In QuickBooks Online (QBO), we can edit individual transactions to a different purchase account.

Here's how:

1. Go to the Transactions menu and then App Transactions.
2. Click the Square Gear icon.
3. Select the Items or Advanced tab.
4. Tap the edit pencil icon.
5. From the drop-down arrow, you can change the account.

For more details, check this link: Connect your Square to QuickBooks Online.

Additionally, you can check this article that you might find helpful when matching and managing your downloaded transactions: Categorise and match online bank transactions.

Let me know if you need more help connecting the square to QuickBooks. I'm always here to help. Take care.

Thanks but this only allows you to change the default transaction account for all Square items that are unnamed, it doesn't allow individual transactions to be edited. I can't see a way to do that.

Hello jsupple,

Thanks for getting back to us. 

When you import sales transactions from Square to QuickBooks, they are added as "Square Item" by default. This item is mapped to a specific income account in your chart of accounts, which helps you track your sales revenue more efficiently. To change the account the Square Item maps to:

1. Click on the Sales and select Products & services.
2. In the Find products and services field, search for Square Item.
3. Under the Action column, select Edit.
4. In the Income account dropdown menu, select the income account you want Square sales to record to.
5. Tick box to update historical transactions.
6. Select Save and close.

These steps should help you edit the income account for Square transactions in QuickBooks Online. Let me know if you need further assistance.

I recommend also checking this link to learn more about: Connect your Square account to QuickBooks Online.