Square Connector

Yes, the Square Connector will help your client track his deposits, but it is important to note that it is a transaction-based sync. The app will still import individual transactions, but it will automatically group and link them directly to their corresponding Square Payout.

To streamline your workflow, you can enable the Auto-add/Auto-post setting by creating a bank rule that automatically categorizes transactions. This allows QuickBooks to process individual sales in the background.

Your client can select the bank account for Square deposits, sync historical data for up to two years, and easily view gross sales, fees, and tax breakdowns within each payout summary.

You can see this guide on how to connect and manage Square transactions to keep your books on track: Connect and manage Square transactions in QuickBooks Online.

I’ll keep this conversation open for any follow-up questions or updates.

is the square connector compatible with the new Accountant Suite?

I want to start looking at it this weekend

Thanks

Elliot

Yes, it is fully compatible. You can easily connect and manage the Square integration for your clients right from your accountant dashboard. The sync behavior will work exactly as mentioned above.

If you have any other questions, feel free to let us know. We’re here to help.