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Migrate your Square integration in QuickBooks Online

by Intuit Updated 2 years ago

Learn how to migrate your Sync with Square app to the Connect to Square app in QuickBooks Online.

With the QuickBooks Online and Square integration you can automatically import your sales transactions to QuickBooks. We’ve been investing resources to improve your experience with this integration. As a result, we’ve discontinued support for the Sync with Square app and are migrating to the Connect to Square app.

We’ll go over some key differences between the two apps, and how the migration process works.

Disconnect Sync with Square and connect the Connect with Square app

You may be prompted to migrate to the Connect to Square app in several ways, such as in-product messaging, bell notification reminders, or emails sent from QuickBooks.

  1. Login to your QuickBooks Online file and you can begin the process of Connecting with Square, take me there. Select Get Started.
  2. You’ll need to grant permission for QuickBooks and Square to share product details. Select Give permission.
  3. In the new tab that opens, enter your Square account login credentials, then select Sign in.
  4. Select the Square locations you want to sync with QuickBooks. Then, use the dropdown menu to select the bank account where you want to deposit that location’s sales. Select Next.
  5. For each of the selected Square locations, choose whether you want the app to import sales individually, or as a summary of your daily sales. Select Next.
  6. Use the dropdown menu to select a starting date for the transactions you want to bring in. The date of your last data sync is automatically selected.
  7. Select Finish.

You will need to disconnect Sync with Square from your QuickBooks Online account.

Feature differences

There are some differences between the Sync with Square app and the Connect to Square app. Here are some of the key changes to keep in mind:

  • With Sync with Square, invoices were created in QuickBooks with matching payments. With Connect to Square, sales receipts and matching deposits are created instead.
  • Data brought in through Connect to Square can be reviewed before it’s added to the books by going to Banking or Transactions, then App Transactions. If needed, you can Undo added transactions in the Reviewed tab.
  • Fees, GST and shipping costs are now automatically mapped to the correct account in your chart of accounts and can all be changed in the App settings.

The Connect to Square app automatically imports customer and item details. You can add these details in the For Review tab. Once a customer or item is added, QuickBooks remembers this information for all future transactions.

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