How do I keep track of bank transactions with Square Checking by Sutton Bank? QB only seems to recognize Square as a POS app.

Thanks for posting here in the Community. Having your bank transactions in order is crucial for maintaining a smooth financial workflow. It is essential to accurately track and manage your transactions to ensure that your finances are well-managed. Let's work together closely to track, categorize, and manage your bank transactions effectively.

To effectively manage your bank transactions and expenses, you have two options. The first option is to connect your bank to online banking, which allows for automatic synchronization of your bank transactions. The second option is to manually import the transactions. Let me walk you through the process.

Here's how:

1. Go to Transactions, then click Bank transactions.
   
   
2. Hit the dropdown arrow and select upload from file to import transactions manually.
   
   
3. Upload the CSV file of your transactions and click Continue.
   
   
4. Follow the on-screen instructions.

Once done, you can now proceed to categorize your transactions according to their respective accounts.

Moreover, you can also reach out to your accountant for the accuracy of your categorization.

Finally, I'm adding this article as your reference for setting up rules to categorize your transactions automatically: Set up bank rules to categorize online banking transactions in QuickBooks Online.

It's always a pleasure to assist you. You can always come back to this post if you have additional questions about managing your bank transactions or other related tasks. I'll be sure to be around to offer support and guide you throughout the process. Have a good one!