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Join nowGreetings, @lane1.
It's a pleasure to see you here in the Community. I'm here to help you correct or change the categories for your Products and Services in QuickBooks Online (QBO).
Just to clarify, do you mean you want to correct or change the category for your old Products and Services to square items? If so, here's how:
1. On your QBO account, click the Gear icon at the top.
2. Pick Product and Services under Lists column.
3. Click Edit on the right side of the Product/Services item that you want to correct.
4. On the Category drop-down, choose Square Items (or Add New if you haven't added it yet, then Save).
5. Select Save and close.
I also added some sample screenshots below.
Once done, you may follow the same steps for the other Products/Services items. For future reference, you may check out these helpful articles for more information:
That should do it! Please let me know how it goes or if you're referring to something else by leaving a comment. I'm only a post away if you have any additional questions. Take care and have a great rest of the day.
May I add to this question? I need some of my "square categories" to be reflected in QB chart of accounts... do I create new accounts in QB under sales or Square items?
Hello there, @vg11.
I'd be glad to help share information about creating accounts in the Chart of Accounts.
If you wish to reflect your square categories in the chart of accounts, yes, you may need to create new accounts and ensure to make the accounts added as a sub-account of the parent Square account. Let me guide you how.
For further details, you may check this article: How to create a new parent account or subaccount.
Let me know if you have any other questions, I'll be always here to help you.
@Angelyn_T wrote:Hello there, @vg11.
I'd be glad to help share information about creating accounts in the Chart of Accounts.
If you wish to reflect your square categories in the chart of accounts, yes, you may need to create new accounts and ensure to make the accounts added as a sub-account of the parent Square account. Let me guide you how.
- Go to the Gear icon.
- Select Chart of Accounts.
- Click on New to add a new account.
- Select the account's Account Type and Detail Type.
- Add the name of the account beside the Name section.
- Put a check-mark on Is sub-account and select the parent account (Square).
- Click on Save and close.
For further details, you may check this article: How to create a new parent account or subaccount.
Let me know if you have any other questions, I'll be always here to help you.
@Angelyn_T wrote:Hello there, @vg11.
I'd be glad to help share information about creating accounts in the Chart of Accounts.
If you wish to reflect your square categories in the chart of accounts, yes, you may need to create new accounts and ensure to make the accounts added as a sub-account of the parent Square account. Let me guide you how.
- Go to the Gear icon.
- Select Chart of Accounts.
- Click on New to add a new account.
- Select the account's Account Type and Detail Type.
- Add the name of the account beside the Name section.
- Put a check-mark on Is sub-account and select the parent account (Square).
- Click on Save and close.
For further details, you may check this article: How to create a new parent account or subaccount.
Let me know if you have any other questions, I'll be always here to help you.
It’s nice to see you again in the Community, @vg11.
There’s no need to use 3rd-party integration software to sync Square transactions with QuickBooks. You can utilize QBO’s Bank Rules feature or the Sync with Square app.
Depending on the method, there are certain mapping settings or preferences needed for the system to categorize them correctly. I’m adding the steps below for you to follow.
Use the Bank Rules feature to assign categories to Square transactions. Here’s how:
Perform the same process to create as much bank rules as you want. Check out this article for more information: Set and use banking rules for downloaded transactions.
On the other hand, if you’re importing with the Sync with Square app, set your mapping settings to assign transactions with the right categories in QuickBooks.
Here’s an article for reference: Sync with Square Hub.
That information should keep you going today.
Let me know how this goes and if you have any questions. I’m always here to help. Have a good one!