We use Square POS and are currently using the Connect to Square app to import all our Square transactions. The app transactions screen is great, however I can't find a way to more granularly control sales mapping based on payment type. In Sync with Square I could map credit card transactions to Clearance Account, and cash and other transactions (checks) to Undeposited Funds.
As far as I can tell, there is not a way to do something similar in Connect to Square. I see that income accounts are mapped for each Product or Service. but that won't change based on how the customer pays for the sale.
Various searches online and in this forum lead me to "App Settings" in the App Transactions screen, but there isn't anything in there that deals with account mapping for transaction type or payment type. It only gives mapping options on the item level.
There also isn't anything I can see while reviewing the App Transactions individually. There are no options to select accounts for where the sale will end up before adding them. Right now all credit card, cash, and check sales are going into Undeposited Funds. This makes it a nightmare to try and balance cash and checks when they're all in the same account.
This is the only way I can think of to manage this:
- Continue to review and add sales from the App Transactions screen
- For each sale that I want to go to an account different than the default Undeposited Funds, open the respective sales receipt and select a different "Deposit to" account
- Repeat for each individual sale receipt that should not go to Undeposited Funds
Is there a way to do this in the App Settings or while reviewing App Transactions that I'm missing?
