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sabrina_1311-msn
Level 1

Does anyone know or have you been able to link sales reports from square to quick books? And if so what are the steps? Thank you

 
2 Comments 2
Fiat Lux - ASIA
Level 15

Does anyone know or have you been able to link sales reports from square to quick books? And if so what are the steps? Thank you

Do you need to reconcile Square transactions into your QBO account or consolidate reports from both sources?

JenoP
Moderator

Does anyone know or have you been able to link sales reports from square to quick books? And if so what are the steps? Thank you

Allow me to jump in and share details about syncing data from Square, sabrina_1311-msn. 


Sales transactions, fees, taxes, tips and discounts are imported into QuickBooks, but not your sales reports. More details about the integration, including the types of data that are imported, are discussed here:

 

 

After importing and categorizing your Square transactions, you can run a report in QBO to review your sales data. Here's how:

 

  1. Go to the Reports menu.
  2. Scroll-down to the Sales and customers section and select a report. 

 

Additional references about running reports just in case you might need them are also shared in these articles:

 

 

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