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Hello
We use Quickbooks Online. We pull transactions from square using the square app. While reviewing, it would be great for this view to show the customer name and if already in quickbooks. It's tedious to drill into every transactions to verify and assign/add customers in quickbooks. Thank you.
We strive to provide the best product experience possible, ssvdma.
Connect to Square can only match exact client names. For example, if you record your Square transaction as FirstName LastName but it is LastName FirstName in QuickBooks, the app will not match the customer. However, once you manually assign an imported transaction to the correct QuickBooks client, QuickBooks will always update to the correct customer. This also works when you match products and services.
When your Square transactions appear in QuickBooks, you’re ready to review and add them to your books. Let me guide you on how:
- Go to Bookkeeping, select Transactions, then select App transactions (Take me there).
- Select For review. Your Square transactions appear in the list, with details like product description, quantity, purchase price, and fee breakdowns.
- For each transaction, select an action, depending on the status.
- Once you’ve added transactions, you can review them by going to the Reviewed tab, then select the sales receipt or deposit under the Added/Matched column.
You can check out this article for more details about bringing your sales transactions into QuickBooks automatically: Connect your Square account to QuickBooks Online.
I understand how important it is for your company to show the customer name and if already in QuickBooks when reviewing transactions. This option, however, is not available in QuickBooks Online (QBO). We see consumer feedback as an opportunity to improve the numerous features of our products. I'd recommend giving our engineers direct feedback. They may look into this suggestion and incorporate it into future updates. Let me demonstrate:
- Go to the Gear icon.
- Hit Feedback.
- Type in your recommendation in the Share your feedback field.
- Click Next.
- Follow the on-screen instructions to complete the process.
I've attached screenshots below for your reference:
Furthermore, you can visit his page to stay up to date on the latest software improvements and enhancements with QBO: Customer Feedback for QuickBooks Online. Also, to assist you in managing your account and growing your business with QBO, I recommend visiting one of our support websites: QuickBooks Help Articles. It includes topics about account management, banking, and expenses, to name a few.
Feel free to get back to me here in the Community space if you need further assistance with this matter. You can also post here again if you have any additional QuickBooks-related concerns. It'll be my pleasure to cater to them again. Stay safe, and have a nice day!
