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easterndragonstu
Level 1
posted
‎January 14, 2023 12:59 PM
last updated ‎January 13, 2023 5:59 PM

I'm having issues with getting Square transactions to Quickbooks. Transfers from square to bank come through, but not the actual payments re fees. Do I add manually???

All transactions from square holding my payments which get transferred to the bank automatically sync - as theyre on the bank end
Transactions that are payments to square (ie customer paying via square) are not syncing, not available and I have about 170 of them. I don't want to have to process all those sales manually
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2 Comments 2
Fiat Lux - ASIA
Level 15
‎January 14, 2023 02:48 PM

I'm having issues with getting Square transactions to Quickbooks. Transfers from square to bank come through, but not the actual payments re fees. Do I add manually???

You can use a 3rd party connector to reconcile Square transactions into QBO.

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Kevin_C
QuickBooks Team
QuickBooks Team
‎January 14, 2023 10:01 PM

I'm having issues with getting Square transactions to Quickbooks. Transfers from square to bank come through, but not the actual payments re fees. Do I add manually???

Thanks for laying out the details of your concern, @easterndragonstu.

 

I'm here to share some information on how transactions sync to QuickBooks Online (QBO). 

 

The syncing of transactions in QBO will depend on your third-party app service, such as Square. Thus, if you have set up the Connect to Square app in your QBO account, it will automatically download your Money In Square transactions to QuickBooks. Then, you can review them by going to the Banking/Transactions menu and then selecting App transactions.

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In case the transactions are still not showing up even though you have set them up successfully, I suggest reaching out to the Square support team to see if there are any ongoing problems on their end.

 

However, the Connect to Square app doesn’t import Money Out transactions from a Square Card. You'll need to download them in a CSV file from Square and upload the file to QuickBooks.

 

Additionally, QuickBooks automatically downloads the most recent transactions and matches them to the ones you've already recorded. Just visit this article for your reference: Categorize and match online bank transactions In QuickBooks Online

 

I'm always around and ready to help if you have more questions about managing your bank transactions in QBO. Just click the Reply button to add your comment so I can assist you further. Keep safe!

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