How do you get connect with square to work

Hello user61405,

The Sync with Square app was recently replaced with Connect to Square. If you're ready to start using Connect with Square app, you'll have to disconnect the old Square app and connect to the new one. 

To disconnect the Sync with Square app:

1. Log in to QuickBooks Online, and click on the Apps tab.
2. Click on My Apps, under the Sync Square card, select Actions, and click on Disconnect.
3. In the pop-up message, select Confirm disconnect.

And then, set up the Connect to Square app by searching it in the Apps tab. You can check this link to learn more about the new Square app connection in QuickBooks Online Connect your Square account to QuickBooks Online.

Post again in the Community if you have more questions. I'll be around to help you.

Hi Shiela

Sadly I have followed all the steps and changed from the old app - that worked - to the new one that fails daily. I have two days of trade from June that tell me I don't have GST codes - which I do and four from July that tells me my discount exceeds the value of the transaction. Which is also wrong.

There is no way of digging into the app to see if there is a problem. The receipts are correct from Square and I have matched all products from Square to their QBO item. Interestingly some of the unmatched are where we couldn't find a code, but others are where a code comes through but the app doesn't recognize.

I have two calls into help desk and still no resolution - Bring back the old app!!!!

Thanks

Connect for Square app is freeware. Don't expect them to fix it right away. Consider having a 3rd party connector for the time being.

Could you recommend one?

Hi user61405,

Do you have the same product or item wherein GST code is not recognised? Let's check a few settings in QuickBooks Online. 

1. Sign in to your QuickBooks online company, and go to Apps.
2. Select Settings under Connect to Square.
3. Select Edit next to Defaults for Unmatched Items to update your income account and sales tax code if needed.
4. Select Save changes.

Also, you may try to check the default tax setup (if it is set as inclusive or exclusive of tax) in QuickBooks Online to see if it matches with Connect to Square app. Here's how: 

1. Go to Gear icon and select Account and Settings. 
2. Go to Advanced. 
3. On Accounting section, see Default tax selection assigned. 

In any case, there were still no changes after modifying your app settings, you may contact our support team to further check on your account. 

You can also check this article for your reference: Connect your Square account to QuickBooks Online. 

Feel free to drop a comment below if you have any other questions. 

@user61405 

I would recommend this one

https://synder.grsm.io/quickbooks

I've done all of that and now have around 20 transactions stuck in the system. Can you bring back the old app that actually worked?

Has anyone got this app to work?

Hello there, @user61405.

Thanks for getting back in this thread. I'd like to provide some details regarding this issue and help point you in the right direction for support.

We’re aware that some customers are not receiving their updated square transactions. Rest assured, our Engineering Team is aware of this and is working diligently to resolve it.

While we're unable to tell when this issue will be resolved, I recommend contacting our Customer Care Team. They can add you to our notification list, and you'll receive an email notification once an update on this issue is available. You can present this investigation number (INV-75436) to our representative as your reference. 

Here’s how to get in touch with our representatives:

1. Log in to your QBO account.
2. Click the ? Help button at the top right corner.
3. Select Contact Us to connect with a live support agent.
   
4. Enter a brief discussion with your concern in QB Assistant.
5. Choose a way to connect with us.
   

Please check out our support hours to ensure that we can address your concerns on time.

Additionally, I don’t want to leave you empty-handed, you'll want to visit our Community Help Articles hub in case you need some related articles for managing your account.

I appreciate your patience as we're working to get the square transactions back to normal again. Let me know if you have follow-up questions by commenting below. I'm always willing to help. Stay safe!

Hi

The problem is not resolved. I disconnected the app and reconnected and selected the transaction to review and those to exclude based on what I saw before I disconnected.

Some actually worked. 

Some were duplicated, and others were ignored. In banking, some entries were duplicated, but after matching can't find the duplicate, yet others accepted went were not matched to a bank transaction, yet acknowledged as paid.

Many do not appear in the sales line on the P&L - can somebody at QBO fix this mess for me or do I have to pay someone and charge it onto QBO to fix their mess

\

I can see that you did everything you could, @user61405. Ensuring you always have the latest transactions is a great help to make sure your books are updated. Since the same thing still occurs, I'm here to provide information about this. 

I appreciate you sharing details about the steps you've performed. 

Currently, there's an ongoing issue about Square transactions not updating in QuickBooks Online (QBO). Rest assured that we're doing all we can to fix this as soon as possible. To report this, I highly recommend reaching out to our Customer Care team. This way, you'll be added to the list of affected users to receive notifications about the investigation via email. To do so, please refer to the steps provided by my colleague above (for visual reference, check the snip below).

You'll also want to consider manually uploading transactions to QBO using a CSV file. For the detailed instructions, feel free to visit this link: Manually upload transactions into QuickBooks Online. Then, categorise and match them in the program. 

Additionally, it's recommended to reconcile your account regularly to ensure the balance matches your real-life bank account. Once done, QBO will create a report for that session which you can use as a guide to avoid mistakes in doing future ones.

Let me know how this goes. I'd appreciate any information you can add. If you have any other banking concerns, please don't hesitate to post again here. I'm always ready to lend a hand. Have a good one.