Square transactions

Yes you can record your sales as sales receipts manually or import the sales receipts data in bulk. Another option, use a 3rd party connector to reconcile Square transactions into QBO.

Thank you for your reply!

Is there a step by step tutorial on how to manage square transactions?

for your reference

https://quickbooks.intuit.com/learn-support/en-us/help-article/sales-receipts/create-send-sales-rece...

Thank you.  I meant is there a matching square transactions tutorial?

At once I had square set up to split a transaction from my management software into quickbooks. The invoice would post to sales and the 3.5% fee would transferred to Bank fees leger. Square recently changed their fee percentage and now my deposits to QB from my management software do not match the deposits from square (always 2.6% and 0.10 short), so qB cannot locate a match. How do I fix thi?. Is there a rule set up somewhere for these types of splits I can adjust to the new percentage and where would i find it?

I'm glad you joined the QuickBooks Community, Thesdgriffon. I appreciate your participation, and I'm here to assist you.

First, please know that QuickBooks Online (QBO)acts as a receiver portal for transactions from the Square App. Therefore, any settings configured within this integration will reflect accordingly in the program.

Since your transactions from Square don't match in QuickBooks, use the Resolve Difference feature to enter an adjustment and match the transactions.

Here's how to match the transactions:

1. On the Banking page, find an item with an amount that doesn’t match the transaction you entered for it.
2. Click the Review.
3. Select the item, and once the row expands, click Match.
4. In the Find Match transactions page, select the transaction to match. If you don’t see it, enter the search criteria above the table to find it.
5. Next, in Resolve Difference, select the correct date, category for bank fees or the correct category for the percentage, and ensure the amount is accurate.
6. Complete the fields in the table to add the adjustment.
7. Click Save when you’re through.
   
   
   
   
   
   Additionally, I've attached an article that will help you review transactions in reports to ensure they match the transactions in QBO and the ones you receive: Run an accounts receivable aging report.
   
   

As you manage your QBO account, I refer to this article for precise guidance on balancing transactions with your bank statement: Reconcile an account in QuickBooks Online.

This thread remains open for any other questions or concerns regarding matching transactions in QBO. Let's work through them together, have a great day.