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I need Sync with Square to post directly to the bank register (it used to do that.) Now it's posting invoice, payment, & I have to 'deposit' it. This is a CASH biz.

 
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Best answer 05-17-2019

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QuickBooks Team

Re: I need Sync with Square to post directly to the bank register (it used to do that.) Now it's ...

Hi there, @NikiPatt.

 

Thanks for reaching out to the QuickBooks Community. I'm here help provide some details about syncing QuickBooks Online (QBO) with Square App. 

 

First, let me walk you through on how to set up the Square app. Here's how:

  1. Sign in to QuickBooks Online.
  2. Click the Get App Now button on the web page.
  3. Select your company.
  4. Sign in to your Square account, using the login credentials you used for www.squareup.com.
  5. Authorize the integration between Square and your QuickBooks online account.
  6. Click Basic Settings and Defaults for Unmatched Items to check the categories into which your Square transactions will map into QuickBooks.
  7. Select registers which are associated with your Sales, Square Fees, Sales Tax, and Deposit Bank Account.
  8. Select the default payment method for Square transactions.
  9. Choose if you want to subscribe to an automatic email. If you choose to subscribe, an email is sent daily, containing a summary of all your imported transaction, including any potential error.

Now, to post the transactions to the correct account, you'll need to update the Bank account by following these steps: 

  1. Sign in to your QuickBooks online company, then select My Apps.
  2. Select Settings under Sync with Square.
  3. Select Edit next to Basic Settings to update Bank account.

For additional reference, you can check this article to learn more about the limitations and how does Square app work with QBO: Sync with Square Hub

 

This will get you on the right track. Feel free to leave a comment below if you have additional questions about the square app with QBO. I'll be around to help. 

1 Comment
QuickBooks Team

Re: I need Sync with Square to post directly to the bank register (it used to do that.) Now it's ...

Hi there, @NikiPatt.

 

Thanks for reaching out to the QuickBooks Community. I'm here help provide some details about syncing QuickBooks Online (QBO) with Square App. 

 

First, let me walk you through on how to set up the Square app. Here's how:

  1. Sign in to QuickBooks Online.
  2. Click the Get App Now button on the web page.
  3. Select your company.
  4. Sign in to your Square account, using the login credentials you used for www.squareup.com.
  5. Authorize the integration between Square and your QuickBooks online account.
  6. Click Basic Settings and Defaults for Unmatched Items to check the categories into which your Square transactions will map into QuickBooks.
  7. Select registers which are associated with your Sales, Square Fees, Sales Tax, and Deposit Bank Account.
  8. Select the default payment method for Square transactions.
  9. Choose if you want to subscribe to an automatic email. If you choose to subscribe, an email is sent daily, containing a summary of all your imported transaction, including any potential error.

Now, to post the transactions to the correct account, you'll need to update the Bank account by following these steps: 

  1. Sign in to your QuickBooks online company, then select My Apps.
  2. Select Settings under Sync with Square.
  3. Select Edit next to Basic Settings to update Bank account.

For additional reference, you can check this article to learn more about the limitations and how does Square app work with QBO: Sync with Square Hub

 

This will get you on the right track. Feel free to leave a comment below if you have additional questions about the square app with QBO. I'll be around to help. 

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