The new square connector app, eliminated my summary sales receipts and now sends individual transactions. Is anyone else having an issue with this?

I understand that the new Square Connector app is behaving differently and now syncing individual transactions rather than the summary sales receipts you're used to. Let me clarify how Square payouts work and why you're seeing this change, cbordo.

A Square payout is the total transfer of money from your Square account to your bank account for a specific period of sales activity. Here's how it works:
 

• Square collects money from all the sales you've processed during that period, like a business day.
• At the end of the period, Square transfers the lump sum amount, net of fees, adjustments, or holds, directly to your bank account as a single payout.
• In the Square, these payouts are reflected in QuickBooks.

The Square Connector app syncs data from Square to QuickBooks, bringing over sales information from your Square account. However, its current behavior focuses on syncing individual transactions to provide detailed sales data for reporting, inventory tracking, and reconciliation, catering to businesses that need transaction-level insights, such as payment methods or product performance.

For additional guidance, here's a helpful article that explains how to review and add payouts to your books after connecting your Square Connector app: Review and add payouts to your books.

The Community is always here if you need further assistance or have concerns in QuickBooks.

I need to revert back to summaries by location to match to our deposits. We have hundreds of individual transactions a day. 

How do I revert back to summary? I will need summaries by location to match to our deposits (as it has been for years working with Quickbooks). There used to be a choose of summary by day or detailed individual transactions. We have hundreds of transactions a day from 3 locations and it is absolutely not feasible for me to sort through all of these everyday when it previously took me 5 seconds to match. 

Hi, there. Cbordo. I understand how important this feature is for you to match your deposits. The new connector app replaced the old integration and no longer offers the summary view.
 

For now, you can use the bulk-match feature to speed up the process. This lets you confirm multiple transactions at once. 

1. Select the Square tile, then the For review tab.
2. Select the check boxes ☑︎ for any transactions you’d like to add to your books.
3. A pop-up asks you to Confirm or Exclude the selected transactions. Select Confirm to move all of the selected transactions to the Reviewed tab.

Take note that you need to review some transactions individually if they have an alert under the Actions column.

Also, make sure you confirm Payment received transactions and Payout transactions separately and don't select them at the same time.

If you have questions, feel free to ask in the comments.