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D
dg311
April 20, 2021
Question

Invoices

  • April 20, 2021
  • 1 reply
  • 1 view

If there is apps connected to QBO (like Square, etc), can I track invoices created in QBO vs those created in an app and brought over to QBO?  I feel that when I look at invoices, they are a mixture sourced from both if both are used.  I would like to be able to tell them apart - what was created where. Thanks!!

1 reply

M
mv32
Level 8
April 21, 2021

Hello @dg311.

 

When you use applications to sync your sales transactions to QuickBooks Online (QBO), it's like your downloading bank transactions from your bank. You can match them with the records created in QBO. Moreover, transactions from Square can be downloaded as invoices or payments.

 

For the application's setup, you can contact their support so that they can guide you through the system settings. Moreover, transactions from Square can be downloaded as invoices or payments.

 

To learn more about QuickBooks and Square integration, visit https://quickbooks.intuit.com/integrations/square.

 

I've added articles for more information about integrating third-party applications to QBO:

 

I want to make sure this is taken care of for you. If you have additional questions or concerns while working in QBO, leave a comment below. I’m here ready to help you.

D
dg311Author
April 21, 2021

Thank you so much for taking the time to answer!!!  

 

So if it is downloaded from Square as in invoice, then it shows up I believe in my invoices in QBO under Invoices.  

 

However, I ALSO use QBO to make invoices, can I tell which invoice is sourced from where when I look at the list of invoices in QBO?

 

Hopefully I am making sense!

 

Thanks!!!

A
AileneAModerator
Moderator
April 21, 2021

Yes you're correct, dg311. 

 

Transaction from square is usually downloaded either Invoices or Payments. Then you can find match the transaction from QuickBooks.  

 

You can also compare the transaction from your bank and from QuickBooks to determine which one is you're looking for. 

 

You can check this article for more insights about the process: Add and match downloaded banking transactions 

  

As always. you can find me here if you have any other concerns or follow-up questions about this topic. Have a pleasant day ahead.

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