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kevynq
Level 3

Sync with Square

I activated the Sync with Square app.  There are many Square transactions pending review. Can I get these transactions to import with Square instead of manually? Also, will the app affect Square transactions that have posted to the account YTD?

 

3 Comments 3
SarahannC
Moderator

Sync with Square

Hello there, kevynq.

 

After you sync with Square, QuickBooks automatically import Square transactions and brings the new transactions everyday at the end of the day. With that, there's no need to manually record them.

 

Also, the Square transactions affect the YTD account once you categorize, match, or add these transactions. If you need to know the details on how to do it, please follow the steps below:
 

  1. Go to Banking or Transactions on the left panel.
  2. Within the Banking tab, locate the transaction you want to categorized.
  3. Click Add or Match under the Action column.

 

For more tips and additional information on how you can keep your transactions organize, feel free to check the articles below:

 

 

Please let me know if you have follow-up questions. I'll be around to assist you. Take care always and have a good one!

Fiat Lux - ASIA
Level 15

Sync with Square

@kevynq 

As another option, utilize this connector to reconcile your Square transactions easily.

https:// synder.grsm.io/quickbooks

 

kevynq
Level 3

Sync with Square

Thank you, I'll give this a try!

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