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How to delete Square customer?

Hello,

 

I disconnected Square sync about a month ago because I noticed that it is creating double entries of sales. From what I've read, Square Customer is a dummy account created once you sync QB and Square, and that there is no way to connect those transaction to the QB customers.

 

I have tried deleting the doubles (Square Invoices & payments) hoping that I would be able to connect those payments to my QB customer accounts instead, but that didn't work. Even after deleted all of those including the Square Customer, when I open Profit and Loss by Customer Report it is still there. 

 

Is it possible to delete it or cancel the double $ amount with the help of a journal entry or another dummy account (square customer 2 for example)?

 

 

Thank you 

1 Comment
QuickBooks Team

Re: How to delete Square customer?

Good day, @PlusC.

 

Thanks for checking in with us today here in the Community. I'm here to help you delete your Square customers and get you back to business.

 

To remove double amounts from your report, you'll need to manually delete those duplicate transactions of your customers so it will no longer show on your Profit and Loss by Customer Report. 

 

Here's how:

  1. Find the transactions you want to delete, and open them one at a time.
  2. At the bottom of the page, click More.
  3. Choose Delete.
  4. Click Yes to confirm the deletion.

You can also read this article for more information when deleting transactions: Void or Delete an Invoice or Other Transactions.

 

I've included here some articles about syncing with Square and handling duplicate transactions: 

This should guide you on the right track @PlusC. Keep me posted if you need further assistance. Wishing you and your business continued success. 

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