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Community Contributor *

Square Tax Import

Hello, 

I have my QBO synced with Square. We currently have three taxes set up in Square (GST, PST, and LCT). All items we sell either have GST/LCT or GST/PST. 

The sync works fine when an imported invoice only has items that are either GST/LCT or GST/PST. It splits up the tax correctly.

 

However, I've found if an imported invoice has both items (one requires GST/LCT and the other GST/PST) - then the PST charged gets lumped in with the GST. It shows all three taxes at the bottom of the invoice with the correct rate on the correct amount - only the PST field is 0.00 and GST is higher than it should be ($2.66 = $2.12 + 0.54).

 

I've attached a screenshot for reference.  The Taxes should be:

GST @5% on 42.46 = 2.12

LCT @10% on 33.46 = 3.35

PST @6% on 9.00 = 0.54

Total: $6.01 

 

Any help would be greatly appreciated!

 

Solved
Best answer 05-23-2019

Accepted Solutions
Community Contributor *

Re: Square Tax Import

The PST was not working because the original PST tax code that was set up had 2017 in the name and it was not being recognized. The PST was getting dumped into GST due to the sync to square app setting for unknown taxes. I went back and inactivated the PST rate (PST SK 2017) and set up a new PST with nothing else in the name, then used this new PST in the 'Group Rate'. 

 

Set up new PST: 

1. Go to Taxes > Sales Tax > Manage Sales Tax

2. Under SK Ministry of Finance header, select 'Add Rate'

3. Input 'PST' as the tax name and check off "I collect this on sales" and "I pay this on purchases"

4. Tax on sales: 6%

5. Account: Liability

6. Show tax amount on return line: Net tax on consumption

 

Exit out and then scroll to the top of the Sales Tax screen to set up the Group Rate with your GST.

1. Select 'Add Tax'

2. Select Group Rate

3. In the drop down for tax select the new PST you just set up

4. Select GST

5. Applicable on: Net amount

6. Click 'Add'

 

Hope that helps!

19 Comments
QuickBooks Team

Re: Square Tax Import

Hi MaadCee,

 

Thank you for clearly explaining your scenario, and for the screenshot. It looks like everything is correctly mapped, and the data is imported as they should be. It's just that there's no amount for PST in the summary section. This needs to be checked thoroughly to see what causes this behavior.

 

I'd recommend contacting our Phone or Chat team. They have more tools to check your transaction for investigation purposes.

  1. Click on Help and choose Contact us.
  2. Enter a short description of this scenario.
  3. Click Let's talk.
  4. Choose from Chat or Get a callback.

You can always go back to this thread if you have more questions.

Community Contributor *

Re: Square Tax Import

Update:

Spoke with QBO who informed me that when QBO imports transactions from Square the PST will never sync. Sounds like they don't have the code written for it.

They will be sending feedback to their development team.

If you're reading this and experiencing the same problem, please do so as well so that it becomes a priority! With hundreds of transactions a month, we have no time to go into each transaction and manually calculate.

Experienced Member

Re: Square Tax Import

Omg I've been back and forth on the phone with them for the same issue and no one has figured it out. Quickbooks is completely useless if it can't import PST correctly.

QuickBooks Team

Re: Square Tax Import

Hi there, 


Thanks for joining the thread and reaching out for support. When you sync with Square, you have to use a third-party app to complete the integration. QuickBooks Online fully supports the use of PST. If your import isn't including PST from your Square transactions, this is likely due to an issue with how the third-party app is bringing it over into QuickBooks. I recommend contacting the third-party app provider to get to the bottom of what's happening. 

Here's a list of all the third-party apps you can use to integrate Square with QuickBooks Online: QuickBooks Apps - Square. Click on the app you're using to display their contact information. Perhaps you may also want to try connecting to Square using a different app to see if it imports more seamlessly. 

I appreciate all the time you've spent going back and forth with our agents, but at this point, reaching out to the third-party directly is the best course of action. 

 

Let me know if you have any other questions. 

 

Cheers. 

Experienced Member

Re: Square Tax Import

Except intuit is listed as the app developer. So you guys should be fixing this issue. I’ve contacted square and they said to contact you. You say to contact them. I’m frustrated as nothing is working. 

QuickBooks Team

Re: Square Tax Import

I know you'd like to make sure this issue is resolved quickly. That's my goal for you as well. Just so we're on the same page, which third-party app are you using to connect Square with QuickBooks Online?

Experienced Member

Re: Square Tax Import

Sync with square app

QuickBooks Team

Re: Square Tax Import

Thanks for confirming. I encourage you to check out the Sync with Square Hub. It has helpful info and resources when it comes to using/troubleshooting the app. In case you need to contact their support team, here are the details:

 

Support site

Contact information

 

Let me know if you have further questions. 

 

 

Experienced Member

Re: Square Tax Import

As stated above, I have contacted them. They cannot help and told me to contact Intuit. I’m beyond frustrated right now and will probably cancel both accounts. I’ve also read every help file. Nothing mentions this issue 

QuickBooks Team

Re: Square Tax Import

I'm here to steer you in the right direction. Which number/email did you contact? 

Experienced Member

Re: Square Tax Import

Both square and intuit tech support

QuickBooks Team

Re: Square Tax Import

I see. Which contact number or email did you use for Sync to Square. I want to make sure you get the support you need. 

Community Contributor *

Re: Square Tax Import

Agreed, I didn't like the first answer of "the PST won't sync" so I called back.

 

After multiple days on the phone, and setting up new tax combinations, they said it was a square issue.

I finally realized that my old book keeper had originally set up a PST with 2017 in the name, which was throwing everything off. So even though I was naming it "PST / GST", the tax I was selecting in the drop down was throwing off the sync. I was able to set up a new PST tax code and the sync now works. (Screenshot of set up attached).

 

So now I have a bunch of taxes set up that are inactive - but I cannot delete. And I can't get the (?) out of the test combination that finally worked! 

Community Contributor *

Re: Square Tax Import

This was the original set up that wasn't syncing

Experienced Member

Re: Square Tax Import

Yes mine has 2017 too!

so I just make a new tax and it should import?

Community Contributor *

Re: Square Tax Import

It's been working for us!

 

Just make sure the other taxes are inactive.

Experienced Member

Re: Square Tax Import

Would you mind explaining how you set them up exactly? Do you have them under a group rate? I can’t seem to get mine to look the same as yours 

Community Contributor *

Re: Square Tax Import

The PST was not working because the original PST tax code that was set up had 2017 in the name and it was not being recognized. The PST was getting dumped into GST due to the sync to square app setting for unknown taxes. I went back and inactivated the PST rate (PST SK 2017) and set up a new PST with nothing else in the name, then used this new PST in the 'Group Rate'. 

 

Set up new PST: 

1. Go to Taxes > Sales Tax > Manage Sales Tax

2. Under SK Ministry of Finance header, select 'Add Rate'

3. Input 'PST' as the tax name and check off "I collect this on sales" and "I pay this on purchases"

4. Tax on sales: 6%

5. Account: Liability

6. Show tax amount on return line: Net tax on consumption

 

Exit out and then scroll to the top of the Sales Tax screen to set up the Group Rate with your GST.

1. Select 'Add Tax'

2. Select Group Rate

3. In the drop down for tax select the new PST you just set up

4. Select GST

5. Applicable on: Net amount

6. Click 'Add'

 

Hope that helps!

Experienced Member

Re: Square Tax Import

Perfect, it works! Square is importing perfectly. I can't thank you enough! If you're ever in Regina, I owe you a drink! Smiley Happy