How do I get discounts to appear with Square transactions?

I can help you get those discounts showing up correctly in your client's Square transactions with QuickBooks Online (QBO), GreenLad. We’ll get this sorted out in no time.

When syncing transactions from Square to QBO, it's crucial to map and ensure that discount line items are accurate. Sometimes, adjustments are needed to include the discounts in the import. I recommend letting your client check Square's settings to confirm that the discount category is accurately mapped or linked to QBO.

If discounts still don't appear after checking the settings, I suggest contacting Square's technical support for assistance. Their team can provide insights into why discount syncing is not working as expected and help troubleshoot the integration with QBO.

While waiting for a resolution, you may consider manually adjusting discounts in QBO to ensure your records are accurate. Edit the relevant sales receipts or invoices to reflect the discounts applied through Square. Feel free to click the hyperlink for detailed steps of the process.

Additionally, I'll share these helpful resources that will guide you in categorizing your reports and bank transactions in QBO:

• Customize reports in QBO
• Categorize online bank transactions in QBO
• Set up bank rules to categorize online banking transactions in QBO

You can always ask questions in this thread if you have any inquiries about adding discounts to your client's transactions in QBO. If you have any other questions, issues, or uncertainties regarding the data, records, or anything else, reply below. I'm glad to tackle and respond.

This is for a client. I don't have access to their Square, but I did have them send me an exported list of their transactions from Square. Unfortunately, Square still did not include the discounts in the list, so I cannot manually add the discounts to QBO. I don't know what to do here, and would appreciate some feedback.

Let your client reach the Square so they can get the list of discounts, @GreenLad. I know how to do this, and I'll share it with you.

Coordinate with your client and get the list of discounts from the Square. Once they have acquired this information, you can manually enter the discounts in QuickBooks Online as a line item. In doing so, create a service line item specifically for the discount and select the appropriate category for tracking purposes. After this, you can add the amount as a negative value to the sales receipt.

For a detailed guide on adding the discount as a line item in your sales forms, I recommend utilizing the provided reference: Add a discount to an invoice or sales receipt in QuickBooks Online.

On the other hand, when managing your sales forms, you can personalize them to fit in your business-looking standard. To know more about this, check out this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Don't forget to post here in the Community forum and drop your further concerns. We're here to assist. Keep safe!