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scottsfirstaid
Level 3

Square not downloading into QB online

Our square transactions are not downloading into our QB online.  Plus the taxes square collected has never downloaded.  Has anyone else had this problem?

6 Comments 6
katherinejoyceO
QuickBooks Team

Square not downloading into QB online

Hi there, @scottsfirstaid.

 

Thanks for visiting the Community today. I'm here to help ensure your square transactions are downloading in QuickBooks. 

 

Once a Square merchant account is connected to QuickBooks Online, the transaction will be available for download into your company file. It will give you a day’s worth of transactions so you can test drive the import.

 

However, if you haven't processed any transactions for more than15 days, you will not see transactions until the day after you process a transaction using your Square account 

 

Here are the steps to download your Square merchant account transactions into your QuickBooks Online company file:

 

  1. Sign in to your QuickBooks Online company file
  2. Go to the Transactions section, then select Sales
  3. Click the Import Transactions option, then select Square in the upper right corner.

 

Once done, you can now select the batch transactions you would like to import. Check out this article for more insights: Download Square transactions into QuickBooks Online.

 

To learn more about QuickBooks and Square integration, read through this article: https://quickbooks.intuit.com/integrations/square.

 

Let me know if there's anything else you need help with. I'd be happy to help you again on your next post. 

scottsfirstaid
Level 3

Square not downloading into QB online

When I click on transactions all I see BANKING, RULES, RECEIPTS AND TAGS!  I don't see an option for sales.

BettyJaneB
QuickBooks Team

Square not downloading into QB online

Thanks for getting back to us here in the Community, @scottsfirstaid.

 

Having your Square transactions to be downloaded into the system is my priority.

 

The system relies on the transactions that are shared from third-party applications like Square. The entries that are transmitted in QuickBooks Online are based on what they allow.

 

To make sure you'll be guided to the right support. It'd be best to contact their customer support directly. They have the necessary tools to investigate why your Square transactions are not downloading in QBO.

 

Moreover, the Transactions tab in QBO doesn't contain the Sales option. The steps that were shared by my peer above can be done when downloading your transactions from the Square merchant account into the QuickBooks Online company file.

 

To give you more insights about managing your Square transactions in the system, please scan through this link: Learn how to import your Square sales data into QuickBooks Online.

 

Let me know if there's anything else that I can assist you with. I'll make sure you're all set. Have a nice day!

Fiat Lux - ASIA
Level 15

Square not downloading into QB online

@scottsfirstaid 

Explore this connector

https:// synder.grsm.io/quickbooks

 

brian49
Level 2

Square not downloading into QB online

This is not working for me.

JonpriL
Moderator

Square not downloading into QB online

Hello @brian49,

 

It seems you have created a separate post needing help with transactions from Sync with Square in QuickBooks Online. I've already shared my response in the other thread. 

 

For easy navigation, you can follow this link to check my response:

 

https://quickbooks.intuit.com/learn-support/en-us/payments/setting-up-a-business-and-importing-past-...

 

Let us know in the comments if you have any other questions. Stay safe!

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