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Level 2

Sync with Square shipping and discount import for WooCommerce orders

How can get the shipping charge to import into Quickbooks as a shipping charge on the QB and have the discount only show on the item lines on the Invoice created from the Square transaction receipt.

 

Here is the original order from WooCommerce.

Screen Shot 2019-12-16 at 5.45.21 AM.png

 

This is what appears in Square once order transaction is approved:

Screen Shot 2019-12-16 at 5.58.55 AM.png

 

Here is what Sync with Square leaves in Quickbooks Invoice:

Screen Shot 2019-12-16 at 6.13.47 AM.png

 

I don't see it getting classified as "Square Shipping". The shipping charge is not showing up in the shipping field at the bottom of this invoice. The discount is spread over the two items lines and the USPS Priority Mail line as if they are all inventory items. The 10% discount is not properly showing up on the top two items. Do I have to manually adjust this after the invoice is autocreated in QBO? Is there an easier way to resolve this?

Solved
Best answer 12-16-2019

Best Answers
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QuickBooks Team

Re: Sync with Square shipping and discount import for WooCommerce orders

Thanks for getting back to us, @rosegold1.

 

You'll want to import your Square product and services to QuickBooks Online (QBO) for QBO to use the same product and service items you use in Square.

 

You can follow the steps I've provided above. You can also check this article for additional reference (read Import Square products and services section): Sync Square with QuickBooks Online.

 

As always, you can get back to us if you need further help. I'm always around to help you with your QBO account.

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4 Comments
Highlighted
QuickBooks Team

Re: Sync with Square shipping and discount import for WooCommerce orders

I appreciate the screenshots you've provided, @rosegold1.

 

By default, QuickBooks Online (QBO) categorizes shipping charges as a line item since you didn't import your existing Square product and service items.

 

For QBO to use the same product and service item you use in Square, you'll want to import them in your QBO. Let me guide you how.

 

  1. Open Square and export your products and service as .csv.
  2. Login to your QBO account.
  3. Go to the Gear icon.
  4. Select Product and Services.
  5. Select Import from the New drop-down menu.

In the meantime, you can edit the shipping charge and delete the Discount line item in the invoice and enter the whole discount amount in the Discount percent field. See the attache image below. 1.png

I've also added this article for additional reference to know more about sync square in QuickBooks Online (QBO).

 

Don't hesitate to leave a comment below if you have other questions with your QBO. I'll be around to help.

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Level 2

Re: Sync with Square shipping and discount import for WooCommerce orders

Thank you @JasroV. Do I have to do this also for the shipping charge? I don’t want it to import as a Square Item line. I don’t believe that is mapped to the correct ledger account for income tracking. This is a dropshipping situation, in case that is a consideration. I need to keep distinct track of shipping so I can be able to track the difference between what I charged and what I pay for shipping the order via the supplier 

Highlighted
QuickBooks Team

Re: Sync with Square shipping and discount import for WooCommerce orders

Thanks for getting back to us, @rosegold1.

 

You'll want to import your Square product and services to QuickBooks Online (QBO) for QBO to use the same product and service items you use in Square.

 

You can follow the steps I've provided above. You can also check this article for additional reference (read Import Square products and services section): Sync Square with QuickBooks Online.

 

As always, you can get back to us if you need further help. I'm always around to help you with your QBO account.

View solution in original post

Highlighted
Level 2

Re: Sync with Square shipping and discount import for WooCommerce orders

While this in theory works to bring the shipping information over as a line item, I found it better to manually transfer the shipping charge into the field at the bottom of the invoice. I have to interact with the invoice anyway to include tracking information and update the shipping address. I wish that more information would be brought over during these imports.

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