How to Add a Location for a Business Using Sync w Square and QBO

DebAtDeckerTax · ‎June 25, 2021

My client uses Square and links with QBO through Sync with Square. Square credit card sales transfer correctly into QBO for the main business location. However, the client has added some remote locations, and credit card transactions for these, which are recorded under separate locations in Square, show up on the bank statement as "Square Inc" for the transaction description, which is the same as the main location, but the QBO account is Sublease Rent Revenue. The transactions don't show up in QBO (to match to the deposit) for the remote locations whereas they do for the main location.

Any suggestions on how to fix this so the remote site transactions transfer to QBO correctly? Besides disconnecting Sync with Square and reconnecting, which I'm nervous about doing, I'm not finding any options. Thanks!

Jen_D · ‎June 25, 2021

Thanks for posting here, @DebAtDeckerTax,

If there are problems with the connection and categorization of Square transactions, please reach out to our Support Team to get further assistance. Our team can help you with the settings and can also initiate a viewing session when necessary. Here's how to contact us:

Go to the Help menu in QuickBooks, then choose the Search tab.
At the bottom click on Contact us.
Enter the keyword Account Management and Billing in the What can we help you with? box.
On the next screen, scroll down to How would you like to connect with us section.
Choose Chat with us to initiate a discussion with a live agent.
Enter you account contact information then press Get a chat.
When using this option, make sure to enable pop-up windows. The chat box will appear at the bottom right section of your monitor, and an agent will be with you shortly after. See this:

We also have a separate forum called Intuit Developers, where you can find engineers who can help with Sync with Square integrations. Click this link to our website: Intuit Developers Community.

If you need anything else besides this Square issue, please let me know in the comment below. I'll be right here to help you further with your Square entries. Have a nice day!

RareSnake · ‎June 26, 2021

@Jen_D wrote:
Thanks for posting here, @DebAtDeckerTax,

If there are problems with the connection and categorization of Square transactions, please reach out to our Support Team to get further assistance. Our team can help you with the settings and can also initiate a viewing session when necessary. Here's how to contact us:

Go to the Help menu in QuickBooks, then choose the Search tab.
At the bottom click on Contact us.
Enter the keyword Account Management and Billing in the What can we help you with? box.
On the next screen, scroll down to How would you like to connect with us section.
Choose Chat with us to initiate a discussion with a live agent.
Enter you account contact information then press Get a chat.
When using this option, make sure to enable pop-up windows. The chat box will appear at the bottom right section of your monitor, and an agent will be with you shortly after. See this:
We also have a separate forum called Intuit Developers, where you can find engineers who can help with Sync with Square integrations. Click this link to our website: Intuit Developers Community.

If you need anything else besides this Square issue, please let me know in the comment below. I'll be right here to help you further with your Etsy entries. Have a nice day!

Excellent Artical ! Thank you very much for your hard work

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How to Add a Location for a Business Using Sync w Square and QBO

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