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GM3228
Level 1

We are using sync with square & QB online. We had issues recently where it stopped syncing. It is now syncing again, but it is not matching to the bank receipts. Help!

Please advise if there is a setting in either Sync with Square or QB that needs adjusting.
1 Comment 1
JamesDuanT
Moderator

We are using sync with square & QB online. We had issues recently where it stopped syncing. It is now syncing again, but it is not matching to the bank receipts. Help!

Hello GM3228,

 

When Sync with Square stops and shares data again with QuickBooks Online, it'll likely cause issues such as duplicates or won't match with your banking transactions.

 

We can change the default bank account to the actual one. This will refresh the connection and the shared transactions:

  1. Select Apps on the left menu and go to the My Apps tab.
  2. Look for Sync with Square and select Settings.
  3. Click Edit next to Basic Settings.
  4. Update the default Bank account where Square deposits your money.
  5. Select Save changes.

You can update this setting later once the app syncs the transactions again. Browse Sync with Square Hub to know more about it.

 

If the same thing happens, I'd recommend reaching out to our Technical Support Team. They can give you additional troubleshooting steps to get this working.

  1. Click the Help menu in the upper-right corner and select Contact us.
  2. Enter the details of your concern and select Let's talk.
  3. Select how you want to reach them (phone or chat).

I'll be around if you need anything else.