Migrate your Square integration in QuickBooks Online
by Intuit•8• Updated 1 week ago
Support for the Sync with Square app has been discontinued as we migrate to the Connect to Square app to improve your integration experience. Learn how to migrate your app and review key feature differences below.
Disconnect Sync with Square
You must disconnect the legacy Sync with Square app from your QuickBooks Online account before connecting the new app to avoid data duplication.
Follow this link to complete the steps in product
- Find Sync with Square card.
- Select Disconnect from the dropdown menu.
- Refresh the page to ensure that app has disconnected.Â
Sync with Square should no longer appear.
Connect the Connect to Square app
Once the legacy app is removed, follow these steps to integrate the new app.
Follow this link to complete the steps in product
- Search for Connect to Square.
- Select Get started.
- Select Give permission to allow QuickBooks and Square to share product details.
- In the new tab, enter your Square account login credentials and select Sign in.
- Select the Square locations you want to sync with QuickBooks.
- Use the dropdown menu to select the bank account where you want to deposit that location’s sales.
- Select Next.
- For each location, choose to import sales individually or as a summary of your daily sales.
- Select Next.
- 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.
- Select Finish.
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. If needed, you can Undo added transactions in the Reviewed tab.Follow this link to complete the steps in product
- Fees, sales tax, tips 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.
Additional information
You can review our support article on how to use the Connect to Square app.
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