I'm here to help you manage your Square transactions in QuickBooks Online (QBO) to ensure everything is organized, Sbesler. This will make it much easier for you to proceed with the reconciliation process and keep your financial records in order.
Before we proceed, I would appreciate more details regarding the mess you are referring to so I can offer a tailored solution.
If you've connected your Square account to QBO using the Connect to Square app, please ensure that you add the Square transactions from the App transactions page first. Then, match it to the downloaded transaction in your bank account on the Bank transactions page. This ensures you can reconcile the Square transactions in QBO with your Square Account Statement. You may also want to check out this article about handling transactions imported from the Square app: Connect your Square account to QuickBooks Online.
However, if you haven't connected Square to QBO, please know that we need to take into account the fees and tax associated with each transaction in matching or categorizing transactions from your bank.
For now, refer to these articles about fixing issues when your bank statement doesn't match your Square transactions in QBO when reconciling:
For future reference, refer to this article about running reconciliation reports in QBO: How do I view, print, or export a reconciliation report?.
Whether it's managing imported transactions or categorizing fees, I am dedicated to helping you navigate through these tasks seamlessly. With this, you can focus more on your business while ensuring that your Square transactions are accurately recorded and reconciled in QBO. If you have other questions, leave a comment below. Additional details are also highly appreciated, Sbesler.
