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How do you ONLY import cash transactions from Square?

Hi! I am currently recording my Credit Transactions from Square via bank deposit each day. How do I only report Cash Transactions from the Square Sync?
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QuickBooks Team

How do you ONLY import cash transactions from Square?

Hello there, taylorbonham-yma.

 

I'll share steps on how you can update the settings under Sync with Square to import cash transactions.

 

Here's how:

 

  1. Sign in to your QuickBooks online company and go to My Apps on the left panel.
  2. Select Settings under Sync with Square.
  3. Click Edit next to Basic Settings to change the default bank and expense accounts or the payment method.
  4. Hit Save changes.

If you want to import the transactions manually, you can follow these steps:

 

  1. In the Settings under Sync with Square, click Run next to Manual Import.
  2. Set the date range for the transactions you want to import. Don't select dates you already have transactions for.
  3. Select Run.

Once done, all future transactions will use your new settings.

 

To know more about the process, you can read this article: Sync Square with QuickBooks Online.

 

Should you have additional questions about Sync with Square or other concerns with QuickBooks Online, please add it in the comments below. I'm here to help you out some more.

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