We appreciate you taking the time to inform us of your situation, Scott. We'll provide details to help you populate your sales tax and fees from Square into your QuickBooks Online (QBO) company.
When connecting the square app to QBO, you'll want to ensure the Sales tax option is enabled and mapped accurately. This way, data from square flows seamlessly into your company. We'll write down the steps to get you going:
- Access your QuickBooks Online company.
- On the left navigational bar, go to the Taxes tab.
- Review your current set up.
For more details, you can visit this page: Set up your sales tax in QuickBooks Online.
If you have existing downloaded transaction inside your company, you can manually categorize/split those transactions. You can visit this article for further guidelines: Categorize online bank transactions in QuickBooks Online.
We would also recommend checking this page to learn more about square integration with QBO: Connect your Square account to QuickBooks Online.
The Community space is open 24/7 if you need further assistance managing sales taxes or integration concerns. We'll be here to help you out anytime. Have a good one.
