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Square sync along with bank account sync- will this show duplicate deposits and falsely inflate my income?

In July of this year we started using Square POS which has an app for QuickBooks Online. Our sales at a glance seem higher on paper than they should be. I'm wondering if all of my Square sales are duplicating when my bank accounts also sync. The transaction amounts are obviously not the same because my deposits are for the full day, the Square transactions are per sale. I'm wondering if anyone else has the same issue and if so, what's the easiest way to fix? Do I need to go back and delete every bank feed download for credit card sale deposits?
3 Comments
QuickBooks Team

Re: Square sync along with bank account sync- will this show duplicate deposits and falsely infla...

Hello and welcome to the Community, teasechocolates.

 

It would be my pleasure to answer any questions you may have about the Sync With Square app.

 

When downloading bank feed transactions for your Square account, you'll need to choose the Match option instead of Add. You can Undo the bank transactions you accept from the For Review tab to fix duplicates.

 

Here's how:

  1. On the left navigation bar, click Banking.
  2. Go to the Banking tab.
  3. Choose your bank.
  4. Go to the In QuickBooks tab.
  5. Put a checkmark on the box beside the transactions you want to undo.
  6. Select Undo above the Date column.

I'm adding an article with additional information on this (scroll down to Wait, duplicate entries?): Sync with Square Hub

 

Please let me know if there's anything else I can do for you by leaving a comment below. The Community is on a look out for your response.
 

Not applicable

Re: Square sync along with bank account sync- will this show duplicate deposits and falsely infla...

Hello,

I have the same problem. How do I fix past transactions? For last month, for instance.

 

Thanks

QuickBooks Team

Re: Square sync along with bank account sync- will this show duplicate deposits and falsely infla...

Thank you for joining into this thread, @Lucassss!

 

You can undo and exclude your transactions so it won't create duplicate deposits. I'll be glad to help you accomplish this.

 

First off, you can only add transactions from each of your bank and Square account so it won't create a duplicate deposit.

 

That being said, you have the option to undo your transactions from the Reviewed tab. You can follow the steps outlined by my colleague above.

 

From there, you can exclude them from the For Review tab if they are duplicate transactions. Here's how:

  1. Go to Banking.
  2. From the Bank and Credit Cards drop-down menu, select your bank or credit card account.
  3. Select the For Review tab.
  4. Find and choose the transactions you want to exclude.
  5. Click Batch actions.
  6. Select Exclude Selected.

Once completed, I'm confident you can now review your transactions and fix your duplicate deposits.

 

In addition, here's an article you can read to learn more about excluding your transactions: How to Exclude Expenses from Downloaded Bank Transactions?

 

As always, you can visit our Help Articles page for QuickBooks Online if in case you need to learn some "How do I" steps.

 

It'll be always my pleasure to help if you have any other questions. I'll be keeping an eye for your response.

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