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SUVCW
Level 1

Quick Books does not import Square Customer Name. Has anyone had this problem and fixed it?

 
1 Comment 1
Anonymous
Not applicable

Quick Books does not import Square Customer Name. Has anyone had this problem and fixed it?

Let's get those square customer's names imported into QuickBooks Online, (QBO), @SUVCW.

 

I’d like to clarify how you connected your Square account, was it through an app or as a bank? If it’s through an app, you’ll need to configure the settings for the import process. If it’s via bank, please reach out to your bank’s support for further assistance.

 

If the issue persists, you can use a private browser that allows you to isolate the cache, which is the common cause of unusual behavior.

 

Here are the shortcut keys:

 

  • Mozilla Firefox and Microsoft Edge: Press Ctrl + Shift + N
  • Google Chrome: Press Ctrl + Shift + N
  • Safari: Press Command + Shift + N

 

For more information, you visit this article: Connect your Square account to QuickBooks Online.

 

Moreover, you also have the option to upload transactions if you need to input older transactions manually, are unable to locate your bank, or want to link them to QuickBooks.

 

Feel free to get back to the Community forum if you need further assistance with importing your Square account into your QBO account.

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