cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Created with Sketch. Visit our new QuickBooks News section for news, updates, and opportunities to give feedback.
Highlighted
Level 2

I have QBO for my business and Accountant to learn QBO. I run a Square App for my business. My Sales are uploading to Accountant instead of the Pers. business. help.

 
Solved
Best answer October 19, 2020

Best Answers
Highlighted
QuickBooks Team

I have QBO for my business and Accountant to learn QBO. I run a Square App for my business. My Sales are uploading to Accountant instead of the Pers. business. help.

Hi icepalacegolf,

 

Being able to sync your app to the correct account is a great way to exchange information between them. I can help go over this with you.

 

QuickBooks Online makes adding and removing apps easy so you can always get the best app for your needs. In order to disconnect your square app from QuickBooks Online you can follow the steps in this article. You'll have to manually remove the transactions from your QuickBooks Online accountant account by following these steps:

  1. Go to the Sales or Expenses menu.
  2. Find and open the transaction.
  3. Review the transaction. Make sure you need to void or delete it.
  4. If you want to include the void or delete date, add a note to the Memo or Message section.
  5. Select More in the footer. Then select Void or Delete.
  6. Select Yes to confirm.

Once it's removed from your accountants account, you can add it to your clients account. If you want to sync square with your QuickBooks Online account and have it update automatically you can follow the steps provided here. You can also have it set up to move the transactions you select by following these steps.  Once square is set up with the correct QuickBooks Online account you can then import the information again.

 

Hope this helps.

View solution in original post

4 Comments
Highlighted
Level 14

I have QBO for my business and Accountant to learn QBO. I run a Square App for my business. My Sales are uploading to Accountant instead of the Pers. business. help.

Make sure you are not using the same email address to access your QBO and QBOA account.

Highlighted
Level 2

I have QBO for my business and Accountant to learn QBO. I run a Square App for my business. My Sales are uploading to Accountant instead of the Pers. business. help.

Thank you. I changed the QBO Accountant email. What next? How do I get the transactions that uploaded to QBO Accountant to appear in QBO? 

Highlighted
Level 14

I have QBO for my business and Accountant to learn QBO. I run a Square App for my business. My Sales are uploading to Accountant instead of the Pers. business. help.

Make sure you have disconnected the link between Square and your QBOA account. Then you may utilize the trial period of this connector to import historical data and reconcile it into your QBO account easily.

https://synder.grsm.io/quickbooks

 

Good luck!

Highlighted
QuickBooks Team

I have QBO for my business and Accountant to learn QBO. I run a Square App for my business. My Sales are uploading to Accountant instead of the Pers. business. help.

Hi icepalacegolf,

 

Being able to sync your app to the correct account is a great way to exchange information between them. I can help go over this with you.

 

QuickBooks Online makes adding and removing apps easy so you can always get the best app for your needs. In order to disconnect your square app from QuickBooks Online you can follow the steps in this article. You'll have to manually remove the transactions from your QuickBooks Online accountant account by following these steps:

  1. Go to the Sales or Expenses menu.
  2. Find and open the transaction.
  3. Review the transaction. Make sure you need to void or delete it.
  4. If you want to include the void or delete date, add a note to the Memo or Message section.
  5. Select More in the footer. Then select Void or Delete.
  6. Select Yes to confirm.

Once it's removed from your accountants account, you can add it to your clients account. If you want to sync square with your QuickBooks Online account and have it update automatically you can follow the steps provided here. You can also have it set up to move the transactions you select by following these steps.  Once square is set up with the correct QuickBooks Online account you can then import the information again.

 

Hope this helps.

View solution in original post