Connect to Square App not matching customers in QBO

Synching the correct customer names ensures accurate records, ragenegg.

I appreciate you for performing the steps to resolve this. I've got some insights on how your transactions from Square are being posted in QuickBooks Online (QBO).

QBO is dependent on the transactions that were transmitted from Square. Thus, the system tracks everything that is synced from the application.

To correct the mapping of your customers, I recommend updating their names on the Square app. 

If the names are correct, I recommend contacting our QuickBooks Support Team. They have tools to review the integration between the two programs and fix the issue to ensure it won't happen again.

Here's how:

1. Go to the Help (?) icon at the top.
2. On the Assistant tab, click Talk to a human.
3. Enter your concern in the Type something field, then click the Send icon.
4. Click on I still need a human.
5. Select Get help from a human.
6. You can either select Chat with us or Have us call you.

Once resolved, you can exclude the transactions with incorrect details to avoid duplicates. 

Moreover, I've added this article to help you review your Square transactions and ensure you match and add them to the correct accounts: Categorize Online Bank Data.

I understand the importance of downloading the correct Square data. Please keep us posted if you need assistance managing your transactions. We're always here to help you out.

Then my next question: Do I have to manually match them the first time? If not I guess I need to contact support.

Thanks for getting back to us. Allow me to elaborate or clarify things for you, @ragenegg. 

You don't have to manually match if the names are the same in QuickBooks Online and Square App. However, if the names are not exactly the same, then yes you have to manually match them the first time. This involves linking a customer to an imported transaction. Once this is done, the app will automatically apply it to future transactions.

If you already did this, but it's still not matching, then it's best to reach out to our QuickBooks Support team. You may follow the steps provided by my peer above when contacting them. They can accommodate you Mondays to Fridays from 6 AM to 6 PM PT and Saturdays from 6 AM to 3 PM PT.

To make sure your data is accurate, you'll have to review and match your transactions to the existing entries in QuickBooks by categorizing them. Then, I recommend reconciling your accounts every month so you can monitor your income and expense. It also detects any possible errors accordingly.

Thank you for getting in touch with us. We appreciate your time and trust in our services/products. If you require any more information or assistance, feel free to reach out. 

I have wasted hours contacting support and all they do is try and say it is Square's problem. The app lists intuit as the support so why does support direct me to Square to fix the problem. Now I have noticed that when sales come through the sales tax box is selected even for services that are marked as nontaxable in Square and QBO. I am told that I cannot turn this off even though it is causing problems with my reports. Time for the developers to take another look at the app. I know I am not the only one with this problem.

So now I am wasting my time adding the customers names to the sales receipts before they get added to QBO. Then ager they are added I have to go into each sales receipt and deselect the sales tax box and change the setting to custom tax rate because based on location does not work properly.

In my location retail sales ae taxable and services are not but QB keeps adding these values to my sales tax reports. The actual tax owed is calculated properly but the exempt values are incorrect.

Please offer some advice to fix it and not send me to someone else who has no clue.