Hi union,
It's a pleasure to see you in Community. Welcome back! The Connect to Square app automatically brings your sales transactions into QuickBooks Online. Once you're connected, the transactions are downloaded individually, so you can review, categorize or match the amounts received. I'd be glad to provide more information here!
To review the transactions downloaded into QuickBooks and confirm the deposits, follow these steps;
1. Open Transactions, from the left menu and then select App transactions (Take me there)
2. Select For review. Your Square transactions appear in the list, with details like product description, quantity, purchase price, and fee breakdowns.
3. For each transaction, select:
- Add or Match: This transaction is ready to add to your books. If QuickBooks is connected to the bank account you use to deposit Square payments, you can match it to a specific transaction that’s already in your books. Note: To ensure all your sales data from Square gets added to QuickBooks, we recommend you add transactions from the App transactions tab and then match them from the Bank transactions tab.
- Review: There are multiple transactions in the books that could be the same as the transaction from Square. Confirm which transaction it matches.
4. Once you’ve added the transactions, you can review them by going to the Reviewed tab, then select the Sales receipt or Deposit under the Added/Matched column.
Please note that the Summary view currently isn't available outside of the United States.
Here's a helpful guide to assist you with confirming the transactions in QuickBooks Online.
Should you require additional assistance, please don't hesitate to contact us. We'd enjoy the opportunity to work with you in real time and ensure your transactions are recorded successfully!
Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.
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Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.
Feel free to come back to Community with any other questions that may arise. We're here for you!
