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User1287
Level 1

|BUG| Square App Integration Issues

This is probably the wrong board, my apologies for that.  I just started a new business, not entirely new to QBO, but still learning the new UI changes but the new updated Square Integration app seemed to have been working okay. What I have noticed though is that there may be a potential bug(s) with the integration.  

 

First thing, is there used to be a manual refresh option on the Square app I thought.  Is that no longer available or does it refresh when you manually trigger the bank refresh as well?

 

The potential bug,  Normal invoicing done via Square works fine.  Send it to the customer, customer pays transactions pulled in.  I have noticed though when you send an invoice to a customer, but then you update the invoice prior to it being paid, resend that to the customer.  They have paid the updated invoice it does not seem that the integration pulls that in.  I have 3 payments I can't match up .  These invoices were paid, but all of three of those invoices were the ones that were originally sent>edited>resent>paid.

 

any advice?

3 Comments 3
ClaireSamanthaS
QuickBooks Team

|BUG| Square App Integration Issues

Thank you for providing a detailed explanation about the issue you are experiencing with the Square app integration, User1287.

 

QuickBooks Online (QBO) relies entirely on the data provided by Square to sync transactions, including invoices, payments, and updates. However, manually refreshing your bank feed in QBO does not trigger a refresh of Square data. Square transactions typically sync automatically, but delays or missed updates can occur.

 

Regarding the manual refresh option in the Square app, it appears that this feature may no longer be available in the updated interface. For confirmation and further guidance, we recommend reaching out directly to the Square's support team.

 

As for the invoices that were edited and resent before payment, this is a known limitation. QBO may not recognize the updated invoice version, which can result in unmatched or missing payments. To resolve this, you need to manually adjust the original invoice in QBO or delete and recreate it to match the payment details accurately.

 

As always, you can leave a comment below if you have additional questions or concerns. We are here to help.

User1287
Level 1

|BUG| Square App Integration Issues

Thank you for the reply @ClaireSamanthaS 

 

Correct me if I'm wrong, but QBO is the one who makes and updates the Square Integration app correct?  Is the refresh for Square app going to be integrated again?  It seems like many of these issues could be resolved with a refresh option for that app.  It pulls in CC transactions perfectly fine, the issue seems to only occur with cash/check/other transactions. 

 

As for the editing of the invoice, on the Square side I have tried both ways to send and not to send the updated invoice to the customer to see if that would trigger any different outcome for those invoices, but it does not.

ZackE
Moderator

|BUG| Square App Integration Issues

Thanks for following up with the Community, User1287.

 

If you're using the Connect to Square or Square Connector by QuickBooks apps, these two are developed by Intuit. You can get in touch with our Customer Care team for support with them.

 

Here's how to reach support while signed in:
 

  1. Use the (?) Help icon.
  2. Access your Assistant or Search tab. From Assistant, enter a question or topic in the Type of ask something field. On your Search screen, use the Search questions, keywords, or topics field to enter a question or topic.
  3. If you're on your Assistant tab, type "Talk to an expert". In the event you're on your Search tab, select Contact Us.

 

Be sure to review their support hours so you'll know when agents are available.

 

In the event you're using Square by Commerce Sync, the developer is Commerce Sync. You'll want to get in touch with their support team if you're using their app. Their contact information can be found on the Square by Commerce Sync page in our QuickBooks App Store.

 

Please feel welcome to send a reply if there's any additional questions. Have a wonderful Friday!

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