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VLAR56
Level 1

Square sync to Quickbooks Online

My bank does not allow me to connect my bank account to Quickbooks, how can I use the Sync with Square App as sales transactions do not transfer to QBO. I get an error message regarding the basic settings.

Thank you

 

10 Comments
JonpriL
Moderator

Square sync to Quickbooks Online

Hello @VLAR56,

 

Your browsing history can be the reason why you're unable to connect your bank account. Let's perform some browser troubleshooting steps so you can add and connect it successfully.

 

But first, may I know the name of your bank or the error message prompt? Any details you can share will be appreciated and can help me look for some reports related to this unexpected behavior.

 

Nevertheless, let's begin by accessing your account in a new incognito or private window of your browser. This way, we can check if this issue is related to your current browser or not. To do so:

  • Google Chrome: Ctrl Shift N
  • Mozilla Firefox and Internet Explorer: Ctrl Shift P
  • Safari: Command Option P

From here, you can log back into your account and connect your bank account. If you can do so without any issues, you can clear your browser's cache so your browser can start from scratch. However, if you still have the same issue, let's switch and use a new browser application.

 

Lastly, here's an article you can read to learn more about sync with Square integration: Sync with Square - Default Accounts and Names.

 

If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around ready to help.

VLAR56
Level 1

Square sync to Quickbooks Online

Hi
 
The bank I am trying to connect is stridecu.ca and I get the following message
 

Hmm, we can’t find stridecu.ca in our list of supported banks.

 

This is the message I get when I try to sync Square  

Square - Manual Sync Branch [v14]

 

The manual import process failed. Please retry your sync to import any remaining transactions during this date range. Error Details: We encountered an error when validating/fixing your app settings. Sync is unable to continue at this time. Error

 
Any advice you can give me would be appreciated.
Catherine_B
QuickBooks Team

Square sync to Quickbooks Online

Hello there, VLAR56. 

 

I appreciate the steps you've performed in getting Square be connected into QuickBooks. We're currently investigating the error you're getting when connecting your bank to QuickBooks. I suggest getting in touch with us so you'll be added to the list of affected users and you'll be notified via email of any updates or available fixes. 

 

Here's how:

  1. Log in to QuickBooks and click Help.
  2. Select Contact Us
  3. Enter your question something like connecting stridecu.ca bank with the error
  4. Click Let's talk and choose to either Chat, Call, or Get a callback

Meantime, we can manually upload transactions into QuickBooks Online and then assign, categorize, edit, and add your downloaded banking transactions

 

I'm here if you have other questions. Take care always!

VLAR56
Level 1

Square sync to Quickbooks Online

Hi

My bank is investigating whether they can make the automatic upload available but I know I can manually download the bank transactions.  But my original question was can 'Square Sync' work without a Bank account being connected in Quickbooks online, if so what would the set up be?

 

Thankyou 

Rea_M
QuickBooks Team

Square sync to Quickbooks Online

I appreciate you for clarifying your concern above about Square Sync, VLAR56.

 

Let me share the details about the Square Sync app connection in QuickBooks Online (QBO). This way, you'll be able to set it up correctly and manage your transactions to keep your account updated.

 

The bank feed connection to Square Sync is disabled for QBO users. However, it'll still work without a bank account being connected to the program.  You'll have to use the Sync with Square app so you can import your transactions. Let's go to the App menu, then find and install the app in QuickBooks.

  1. Go to the Apps menu.
  2. Select the Find apps tab.
  3. Enter Sync with Square.
  4. Once you find it, select its tile to see the reviews and pricing.
  5. Select Get App Now to start the signup process.
  6. Click Install.
  7. Authorize QuickBooks to share your data.
  8. Configure any sync preferences.
  9. Select Save & Sync.

 

There are default accounts and names that you can use after setting up Sync with Square. To learn more about it, kindly refer to this article: Sync with Square - Default Accounts and Names. It also contains answers to the most commonly asked questions in the FAQs section.

 

Please let me know if you have other concerns. I'm just around to help.

VLAR56
Level 1

Square sync to Quickbooks Online

Hi
 
Thanks for the response but I guess I am not explaining myself...
 
I have installed the Sync with Square App and have set up the following basic settings;
Bank Account=Chequeing Account
Expense Account= Square Fees
Payment Method=Square
 
In Quickbooks I do not have a connection to my bank account; I have to manually download the bank account details from the bank.  The General Ledger account set up for the bank account is 'Chequing Account'.
 
The sync does not work, what else can I look at to make this work.
 
Thank you
Tori B
QuickBooks Team

Square sync to Quickbooks Online

Hey there, @VLAR56.

 

If you don't mind my asking, are you located in the United States or the UK? The reason I ask is that I notice you're using the term "chequing". If you're not located in the United States, then this could be the reason that our steps aren't working for you. We have provided the steps for the United States side of things. 

 

I'll be sure to keep an eye out for your response. Please let me know if you have further questions or concerns. You can always reach out to the Community or me anytime you need assistance. 

VLAR56
Level 1

Square sync to Quickbooks Online

Hi Tori B

I am in Canada.

 

AddieC
QuickBooks Team

Square sync to Quickbooks Online

Hi there VLAR56, 

 

I'm with the Canadian QuickBooks team and I'd be happy to provide some further assistance with the issue you're having syncing your Square app to QBO.

 

I'm not aware of any ongoing issues with Square, or the Sync with Square app. I'd encourage you to reach out to the Sync with Square team for further assistance with this to make sure everything is working as intended on their end. 


The tips suggested by the US team above are correct, and would apply to our troubleshooting here as well. I'd recommend reaching out to our tech support team directly if you're still experiencing issues. 


Additionally, you can post your questions in the Canadian QuickBooks Community for help with your Canadian accounts. 

 

Cheers!

VLAR56
Level 1

Square sync to Quickbooks Online

Hi Addie

 

I have called Quickbooks at 1-855-253-1536 and was told not there issue I need to call Square.

 

I called Square at 1-855-809-9000 and was told to call Quickbooks.

I disconnected the Sync with Square App and the 'Intuit Quickbooks Sync Beta' App on Square.

Then I installed Sync with Square App again, tried a manual upload of transactions and I still get the error " We encountered an error when validating/fixing your App Settings.  Sync unable to continue.

Is there anyone that can help me? What is wrong in my App Settings?

Thank you

 

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