Connect and manage Squarespace transactions in QuickBooks Online

Improve bookkeeping accuracy with the Squarespace Connector by Intuit, which syncs data directly into QuickBooks. Edit, categorize, and match Squarespace orders, payments, customers, and products.

If you need help with orders, you can partner with QuickBooks Live Experts. Find out more about QuickBooks Live Bookkeeping.

Data synced from Squarespace

Squarespace Connector syncs most order details to QuickBooks. The app imports order details like net amount, fees, taxes, discounts, products/services, and customers.

View status or orders/items

Squarespace orders will be automatically added to the books. You can view the status of the transactions and items being imported in the App transactions page. (Take me there). 

There are several tabs in the App transactions page:

• The Imported tab includes all orders and items that were successfully imported from Squarespace.
• The Processing tab includes all orders and items that are in progress and not yet imported.
• The Excluded tab includes all orders and items that have been manually excluded from being imported.

Once an order is created in Squarespace, it appears in the Imported tab of the App transactions screen, usually within 4 hours. 

How to connect

You need an active Squarespace account to use the Squarespace Connector by QuickBooks. If you haven't already, create a Squarespace account first. Then you’re ready to get started!

1. Sign in to your QuickBooks Online account.
2. Select Apps, then Find apps.
3. In the search bar, enter “Squarespace Connector by Intuit”, then select it when you find the app.
4. Select Get app now.
5. Follow the on-screen instructions. Enter your Squarespace account email address and password, then select Log in.
6. To authorize Squarespace to send your orders to QuickBooks, select Allow.
7. Complete the app settings. You can change these settings later by selecting Settings from options in the Squarespace tile. 

9. Select the date you want Squarespace to start importing orders, then select Done.
   Note: You can import up to 1 year worth of historical orders.
10. Once the connection is complete, select Go to App Transactions.

Tips and terminology for your app settings:

• Retrieve settings specifies which order statuses to import data for.
• Sales settings tell QuickBooks how to create sales.
  • The Create Sales in QuickBooks as setting specifies whether to create an order from Squarespace as a Sales invoice or a Sales receipt. If you select Sales receipt, note that orders won’t get imported into QuickBooks until they are fully paid.
  • The Automatic Invoice Numbers setting lets QuickBooks generate an invoice number for each sale.
  • Shipping charges represent which item to use for shipping charges. This setting is only required if the Shipping option isn't enabled in the company settings.
  • Discounts applied represent which item to use for discounts. This setting is only required if the Discount option isn't enabled in the company settings.
• Item settings tell QuickBooks how to create items.
  • The Create items as setting specifies whether to create items as non-inventoried or inventoried items. Select Inventoried Items if you would like to track inventory in QuickBooks.
  • The Match items by setting specifies whether to match Squarespace product SKU by the QuickBooks SKU or Name field. If the imported product matches the QuickBooks item, the app won’t create a new item.
  • The Use Income Account specifies which account will be used for all items.
• Tax settings specify which Squarespace tax rates will map to which QuickBooks tax rates. This setting is only applicable if you have taxes set up in QuickBooks.
• Payment settings configure which QuickBooks accounts get used for Squarespace payments and fees.

You’re ready to go! The Squarespace App and your orders are available in App transactions (Take me there).