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cbordo1987
Level 1

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

I can not review hundreds of individual transactions each day. This never used to come through like this!

4 Comments 4
JayneusR
QuickBooks Team

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.

cbordo1987
Level 1

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

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

cbordo1987
Level 1

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

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. 

 

GianSeth_A
QuickBooks Team

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

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.
 

Since the connector app is a third-party application, only its developers can provide a definitive solution for how the data syncs.


The most direct path to a resolution is to contact the app's support team, as they are the only ones with access to the app's internal workings and specific settings.

 

Here are the steps to find their contact information within your QuickBooks account:

 

  1. From your QuickBooks Online dashboard, go to the Apps menu on the left.
  2. Select the My Apps tab to view your connected applications.


     
  3. Locate the Square space connector app in your list.
  4. Click on the app's name to open its listing page.


     
  5. On the app's page, you will find a Support tab or a section with a "Contact Us" link. It will provide you with their direct contact information, such as an email address or a link to their support page.

 

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

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