cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Anonymous
Not applicable

My receipts from Square are showing up categorized as "Undeposited Funds" and I want to change it but don't know how.

 
1 Comment
Highlighted
QuickBooks Team

My receipts from Square are showing up categorized as "Undeposited Funds" and I want to change it but don't know how.

Hi there, @Anonymous. 

 

Welcome to the Community. I'm here to share some information about why your transactions are categorized as Undeposited Funds and you can change it. 

 

Let's try to double check if the mapping of your transactions is correct. This can be the reason why your receipts are categorized as Undeposited Funds.

 

To change the mapping settings:

  1. Click My Apps on the left panel.
  2. Select Settings under Sync with Square.
  3. Click Edit next to the Basic Settings to update the Bank account, Expense account, and Payment method.
  4. Click Edit beside the Defaults for Unmatched Items. This will update the defaults for income account and sales tax codes.
  5. Select Save changes.

Once done, all transactions that were previously imported retain the old mappings. All transactions that are imported after you change the mappings match your new settings.

 

To learn more about this process, please refer to this article: Sync with Square Hub. 

 

This should keep you moving, @Anonymous.

 

Please let me know if you have any other questions about this concern. I'll be around to help you out. Have a great day!

Need to get in touch?

Contact us