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Buy nowI can not review hundreds of individual transactions each day. This never used to come through like 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:
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.
I need to revert back to summaries by location to match to our deposits. We have hundreds of individual transactions a day.
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.
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:
If you have questions, feel free to ask in the comments.
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