Square App Integration

I see how managing multiple transaction sources can be challenging, AME091386. Yes, there is a way to remove all your Square transactions so you can manage them solely through the bank account feed. I'll provide the steps below, including how to disconnect the Square app.

When you disconnect the Square app in QuickBooks Online (QBO), the Square transactions in the For Review tab will automatically removed. However, if the transactions are already in the Categorized tab, you can Undo them so they will go back to the For Review tab, then Exclude.

Here's how to undo and exclude app transactions:
 

1. Go to the Transactions menu.
2. From the App Transactions, select the transactions imported from Square in the Categorized.
3. Click Undo.
   
   
4. Go back to the For Review tab.
5. Select those transactions, then click Exclude.
   

Moving forward, when only using the bank feed for your transactions, if you encounter downloaded transactions similar to the ones you created manually in QuickBooks, you can Match them. If you haven't made a transaction inside QuickBooks and found downloaded transactions, Add them to categorize.

Here are some articles for guidance:
 

• Confirm suggested matches for bank transactions in QuickBooks Online
• Categorize online bank transactions in QuickBooks Online
   

Moreover, I'll include this article for future guidance when you reconcile your account and pull up a report to review or export reconciled transactions in QuickBooks:
 

• Reconcile an account in QuickBooks Online
• How do I view, print, or export a reconciliation report?
   

Need help with Square or other app transactions in QuickBooks? Please drop your questions in the comments. Assisting you is a joy, and I anticipate great things for your business.