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johnnyo1611
Level 1

setting up a business and importing past square transactions

I have taxes set i have all the default accounts set up.  But when i go to imports past transactions from square  they never show up.  I have not set up items because it is a hair salon and everything is listed as a service.  I even payed the $50 for a quickbook accountant to help but that was a waste of money.  

 

10 Comments 10
Jen_D
Moderator

setting up a business and importing past square transactions

We want to make sure your transactions are fully imported into QuickBooks, @johnnyo1611,

 

If you're using the Sync Square App for QuickBooks Online, the system can retrieve up to  18 months of prior transactions. To do that, use these steps below:

 

  1. Sign in to QuickBooks, then go to My Apps.
  2. Press Settings under Sync with Square.
  3. Choose Run next to Manual Import.
  4. Pick a date range for the transactions you want to import. Don't select dates you already have transactions for.
  5. Hit Run.

To learn more about this app and how to set it up, see the following links below:

 

However, if you need more than 18 months of data, I recommend using Intuit compatible third-party tools for import. This way it's easier to import them into our program for proper recording. To visit our site, click the following link: https://quickbooks.intuit.com/app/apps/home/

 

We also have a separate forum called Intuit Developers, where you can find engineers who can help recommend third-party applications for you to use. In this website, you can connect with engineers who can help with app integrations, take part in software developments and innovate business tools for QuickBooks. Here's the link to the website: Intuit Developers Community.

 

If you have any questions about this topic, feel free to post them here. I'll be glad to check on them and provide the answer you're looking for. Have a good one!

johnnyo1611
Level 1

setting up a business and importing past square transactions

I have done this multiple times i dont get an error report but the transactions are not there 

ShiellaGraceA
QuickBooks Team

setting up a business and importing past square transactions

Thanks for responding, @johnnyo1611.

 

Since the recommended troubleshooting doesn't help, I recommend contacting our Technical Support. This way, they can check further on the cause of the missing transactions and assist you in fixing it.

 

Here's how you can reach out:

 

  1. Go to the Help menu at the top, then QuickBooks Desktop Help.
  2. Select Contact us from the bottom.
  3. Enter a brief description of your case on the field, then Search.
  4. Click Get Phone Number or Start a Message.

If you need help with other QuickBooks tasks, click this link to go to our general topics with articles. 

 

Know that I'm always here if you still have questions or concerns. Don't hesitate to reply anytime. Have a great day ahead.

Fiat Lux - ASIA
Level 15

setting up a business and importing past square transactions

@johnnyo1611 

Utilize the trial period of this connector to sync them and reconcile your account.

https:// synder.grsm.io/quickbooks

 

brian49
Level 2

setting up a business and importing past square transactions

I am getting a failure upon attempting to import past transactions

Fiat Lux - ASIA
Level 15

setting up a business and importing past square transactions

@brian49 

Utilize the app as I mentioned earlier to reconcile past transactions.

brian49
Level 2

setting up a business and importing past square transactions

That did not work.  Is there support?

JonpriL
Moderator

setting up a business and importing past square transactions

Hello @brian49,

 

You can contact our Customer Care Support directly from the Help menu. Let me show you how.

  1. Go to Help.
  2. Select Contact Us.
  3. Enter a few words discussing your concern in the What can we help you with? field.
  4. Click Continue.
  5. Choose a channel where you wish to connect with our dedicated specialists.

Additionally, I've also included this reference for a compilation of articles you can use while working with us: Banking for QuickBooks Online.

 

If there's anything else that I can help you with, please let me know in the comments below. I'll be here to lend a hand.

brian49
Level 2

setting up a business and importing past square transactions

Help is not available on weekends?

MJoy_D
Moderator

setting up a business and importing past square transactions

I can provide some information about reaching out to our Customer Support, @brian49.

 

The Community is always here to help. We're available 24/7. For QuickBooks Online Simple StartEssentials, and Plus, they're available during these hours:

  • Monday to Friday: 6:00 AM to 6:00 PM (PST)
  • Saturday: 6:00 AM to 3:00 PM (PST)

For QuickBooks Online Advanced, they're available at any time, any day. 

 

I'll leave this article here: QuickBooks Online Support. You can use this as a reference, so you'll know when our different support teams are available, along with other related links. 

 

Please post again should you have any other concerns. I'll be here to help. Have a great rest of the day!

ere to assist. Have a great rest of the day. 

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