Hi there,
If you use Square to process payments, you can use the Sync with Square app to put the data into QuickBooks Online. You won't need to create separate transactions in QuickBooks for your Square sales - they're automatically downloaded for you. I'd be happy to shed some light on what may be causing the error with your income account.
Here's how to set up the app to connect your Square and QuickBooks accounts: Sync Square with QuickBooks Online.
The Sync with Square app has a few limitations:
- QuickBooks doesn't import your customers’ info from Square, such as names or email addresses.
- If you own a business with multiple branches or locations and you don't separate the accounting for each one in Square, you shouldn't have problems with the Sync with Square app. However, if you need to track accounting for each specific location, you'll need to do some extra work. The Sync with QuickBooks app only tracks one location. You'll need to manually separate the transactions in QuickBooks
- QuickBooks automatically downloads new transactions at the end of the day as they're posted. However, there isn't a single summary view of your daily transactions in QuickBooks.
- Square can only sync with one QuickBooks Online account. After you connect to Square and start downloading transactions, you can't import them to any other QuickBooks Online account.
If you're having an issue with your income account, it may be due to default accounts and names. Here are the default account and names that you can use or choose from after setting up your account in Square: Sync with Square - Default Accounts and Names.
If you're still having issues with this, please reach out to our tech support team.
Have a great day.
