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Level 1

How do I connect my Snyder account to Quickbooks so I can transfer my Square and Stipe account information?

 
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QuickBooks Team

How do I connect my Snyder account to Quickbooks so I can transfer my Square and Stipe account information?

Good day, sacredgroundheal,

 

I'm here to help transfer your transactions to QuickBooks Self-Employed (QBSE).

 

Right now, you can only connect Square and Stripe - Synder to QuickBooks Online. You'll need to download transactions using a .CSV (comma-separated values) file and manually import them to QBSE.

 

To import your .CSV file:

 

  1. Go to the Settings ⚙ icon at the right top, and then select Imports.
    importtransactionstoQBSE.PNG
  2. Select Import older transactions on the right for the account.
    importtransactionstoQBSE1.PNG
  3. Click Browse and find the file you downloaded from your bank.
  4. Follow the instructions onscreen to finish importing your data.
  5. Select Continue to complete the import.

Once done, you can review and categorize transactions to put them in your accounts.

 

Should you need anything else, feel free to leave a comment below. I always have your back.

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