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lisa_costa
Level 2

Connect to Square not working correctly. Two issues: 1 - it is creating a 2nd daily summary sales receipt when a gift card is used to pay for a transaction.

The purchase itself shows up in the 1st sales receipt, only the payment shows up again in a 2nd under CASH.
2 - Items marked non-taxable in Square and in QB are showing up as taxable in App Transactions.
1 Comment 1
Mich_S
QuickBooks Team

Connect to Square not working correctly. Two issues: 1 - it is creating a 2nd daily summary sales receipt when a gift card is used to pay for a transaction.

I see you want to resolve issues when connecting your Square account to QuickBooks Online, @lisa. I've got some tips for you to keep things in order.

 

You can delete the second sales receipt by navigating to the App transactions page and removing them from there. Here's how:

 

  1. Open the Banking menu.
  2. Go to the App transactions tab.
  3. Locate and delete the SR transactions.

 

Furthermore, you manually change it to Non-Taxable Item. Make sure to also turn on sales tax so we can match it for you. If it's turned on, it will be compiled into one line item.

 

For more information about the process, kindly browse this link: Connect your Square account to QuickBooks Online.

 

Once everything is good, feel free to review this module to learn more on how to resolve account balance difference every month: Reconcile an account in QuickBooks Online.

 

Please let us know if this goes. We'll make sure to respond to your queries as soon as possible. We're here to assist further with banking or QuickBooks in general. Keep safe!

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