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Level 1

Has anyone had any success with the transferring of customer names from square to quickbooks with the automatic sync?

I try to put each transaction in square under a customer's name (I have a service based business) but it seems with the automatic sync that I have set up to Quickbooks, it does not transfer over the customer name.
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QuickBooks Team

Has anyone had any success with the transferring of customer names from square to quickbooks with the automatic sync?

Syncing with Square has a few limitations, @analisamartin.

 

This includes that QuickBooks doesn't import your customers’ information from the Square, such as names or email addresses.

 

As a workaround, export the customer’s name as CSV file then import to QuickBooks Online (QBO).

 

Here’s how:

 

  1. Select the Gear icon.
  2. Choose Import Data.
  3. Click Customers.
  4. Browse and select a file to upload.

 

For additional information about limitations, you can check these articles:

 

I added a link for your future reference in case you need more information about QuickBooks: Help articles.

 

You can count on me if you have any other concerns.

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