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jmhjax
Level 1

Square Import into QBO

For some reason that I am unable to identify, our sync with Square has recently started to bring in transactions with a description of "other transaction". These are NOT sales, because there is no data associated with the item.  I would like help identifying why this started happening and how to stop these Square non-sale transactions from importing into QBO.  To clear them from the App transactions For Review, we must exclude them, which is not an optimum solution, not to mention it is a waste of time.  Please advise.  

1 Comment 1
MadelynC
Moderator

Square Import into QBO

Thanks for sharing your concern in the Community, @jmhjax. I’m here to help sort this out.


The transactions downloaded in QuickBooks Online (QBO) are based on the integration arrangements you’ve set up. You can go to the App settings to review the details or contact our support team for assistance. Our representatives can check this thoroughly and can provide options to stop those Square non-sale entries from importing into QBO.


Here’s how:

 

  1. Log in to your QuickBooks account.
  2. Select the Help (?) menu.
  3. In the Assistant window, type in “Talk to a human” in the field.
  4. Enter “Square import," then go to the Contact option.
  5. Choose a way to connect with us:
    • Start a chat with a support expert
    • Get a callback from the next available expert


Once verified, you can continue managing your app transactions. Then, use this reference to ensure your account are balanced and accurate: Reconcile an account in QBO.


Don’t hold back to drop a comment below if you have further questions or concerns besides these other transactions. I’ll always be here to help. Take care!

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