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christy27
Level 1

I had to disconnect and reconnect by sync with square because I added new locations in square. It is not auto adding the trans in qbo now and I don't get the daily mail

Before I added new locations in square, the sync with qbo was working fine but the new location sales were not coming over. Since I disconnected and reconnected, I can go to App transactions and see them but they are not automatically showing up in my Sales transactions. I don't want to have to manually look and add them and I'm afraid I might end up with duplications if starts working automatically again.
7 Comments 7
GlinetteC
Moderator

I had to disconnect and reconnect by sync with square because I added new locations in square. It is not auto adding the trans in qbo now and I don't get the daily mail

I can help you figure this out, christy27. 

 

The integration between QuickBooks Online and Sync with Square has current limitations. I've listed them down below:

 

  • Import of customer details, such as name or email addresses.
  • Multiple location capability: limited multi-location capability.
  • Summary view of daily transactions: This version automatically imports all daily transactions one-by-one after settlement.

 

You're right. Since Square can connect to only one location at a time, you need to reconnect to it each time you wish to change locations. However, since it did not sync automatically and you don't get the daily mail, I'd suggest contacting Square support. This way, they can check the new setup in your account.

 

To learn more information on how it works with QuickBooks Online, please check this article: Sync Square with QuickBooks Online 

 

If you have any other questions about QBO and Square integration, please add them below. I'd be glad to assist you further.

christy27
Level 1

I had to disconnect and reconnect by sync with square because I added new locations in square. It is not auto adding the trans in qbo now and I don't get the daily mail

So it sounds like I have to go back to a single location in square and try to find another way to identify those sales to be able to do reports separately.

RCV
QuickBooks Team
QuickBooks Team

I had to disconnect and reconnect by sync with square because I added new locations in square. It is not auto adding the trans in qbo now and I don't get the daily mail

Thanks for coming back, christy27.

 

If you own a business with multiple branches or locations, you shouldn't have problems with the Sync with Square app even you don't separate the accounting for each one in Square. However, if you need to track accounting for each specific location, we'll need to do some extra work. The Sync with QuickBooks app only tracks one location and we manually separate the transactions in QuickBooks.

 

Also, you'll get a daily email summarizing the downloaded transactions for the past 24 hours. You can also go to the Sales or Expenses tab in QuickBooks to see what was downloaded. To learn more about this one, see the Sync Square with QuickBooks Online article. 

 

If the same thing happens, I'd suggest contacting our Customer Support Team. They'll pull up your account in a secure environment and investigate what's causing this issue. You may send a message via chat, call us at a time convenient to you, or we’ll get in touch with you instead. To ensure we address your concern, our representatives are available from 6:00 AM to 6:00 PM on weekdays and 6:00 AM - 3:00 PM on Saturdays, PST. See our support hours and types for more details about this one. Here's how:

  1. Go to the Help icon on the top right. 
  2. Enter your concern in the search field.
  3. Choose Talk to a human.
  4. Click the OK. To get you to the right human, in a few words, tell me what you need help with option and tap I still need a human
  5. Press Contact us.
  6. Tick Continue
  7. Choose Message an agent or Get a callback.

 

Feel free to visit our Banking page for more insights about managing your bank feeds and reconciling accounts.

 

I'd like to know how you get on after trying the steps or after contacting our support, as I want to ensure this is resolved for you. Feel free to reply to this post and I'll get back to you. Have a great weekend. 

christy27
Level 1

I had to disconnect and reconnect by sync with square because I added new locations in square. It is not auto adding the trans in qbo now and I don't get the daily mail

I deactivated the other locations and disconnect/reconnect the sync.  It still not doing the import fully.  I see them in QBO App Transactions but not over in Sales.  I will contact support today.

christy27
Level 1

I had to disconnect and reconnect by sync with square because I added new locations in square. It is not auto adding the trans in qbo now and I don't get the daily mail

Well support SUCKS!  Totally blaming it on Square and won't fix.  The transactions are coming over from square and sitting in App Transactions in QBO but not moving from there to Sales in QBO.  SOunds like a QBO problem to me.  Guess I will be finding new software which totally sucks more since everything setup in this one

Fiat Lux - ASIA
Level 15

I had to disconnect and reconnect by sync with square because I added new locations in square. It is not auto adding the trans in qbo now and I don't get the daily mail

@christy27 

Explore this app to help reconciling your Square transactions.

https:// synder.grsm.io/quickbooks

 

 

parhamco
Level 1

I had to disconnect and reconnect by sync with square because I added new locations in square. It is not auto adding the trans in qbo now and I don't get the daily mail

Getting the same runaround from quickbooks and square. I KNOW it is a quickbooks problems as I have the app in my software, but none of the information is added. AND it will not let me delete the app. So frustrating!

 

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