Square Customers to not transfer to QB. I have to correct each sales transaction to enter the customer name.

Let me help you include the customer's name in syncing your Square to QuickBooks Online (QBO), SUVCW.

Please note that the customer won't be included if the option you choose upon setting up your Square account is Record Sales Summary. Let's make sure to select Record sales individually to include the customer's name. Let me show the two ways to fix this.

First, check if the transactions are shown as a Summary transaction under the Transaction view in your Square app settings by going to Transaction menu, then App transaction. Select Square, then select Gear icon beside the Square label. Tap Location tab to view. If confirmed, you need to disconnect and then reconnect the Square app.

If you've already selected the Record sales individually, the customer name is still not included. Turn on the Customer tracking feature in the Square app settings.

Here's how:

1. Go to Transactions, then App transactions.
2. Select the Square app, then select the Gear icon beside the Square label.
3. Go to the Locations tab, pick a location, and click Edit.
4. Select By customer name from the Customer tracking drop-down menu.
5. Hit Save, then select Save again.

After these steps, you can check this article to help review the automatically downloaded transaction in the bank transaction: Categorize online bank transactions.

I appreciate your time working on these steps. Let us know if you have other questions about data syncing. I'm always here ready to help. Have a good day ahead.

I did what was suggested.  The settings were already correct, but I redid them anyway.  Square customers are still not transferring to QB, I still have to enter the name on each sales transaction.

Thank you for taking the suggested steps, @SUVCW.

We're looking into this situation to assist in fixing it. As I've checked our records, no similar cases have been reported. I recommend contacting our technical support team. They have the tools to pull up your account and conduct a thorough investigation for both connections in a secure environment.

Here's how:

1. Go to your QuickBooks Online Company.
2. Select Help.
3. Put a brief description of your concern, then choose ways to reach us through Start chat or Get a callback.

Our customer support hours are Monday-Friday, 6 AM to 6 PM PT, and Saturday, 6 AM to 3 PM PT.

Once this gets fixed, you can refer to this article to assist you further in categorizing the automatically downloaded transactions in your bank: Categorize online bank transactions.

Let me know if there are any further questions about syncing your transaction. We'll do our best to assist you promptly. Take care.

My customers are not pulling into QBooks from Square and are not listing in the drop down or allowing me to add a new customer as it has in the past.

I appreciate the detailed information about the experience with adding new customers and not showing in QuickBooks Online (QBO), pdlasiter. We can take some troubleshooting steps to ensure your browser's cache is cleared. I'm here to provide the steps below.

First, let's check your Square app integration settings for any changes or updates. If everything looks correct, try clearing your browser's cache and cookies. This can resolve any issues with QBO loading incorrectly, which may prevent you from viewing or adding customers.
 

Let's start with accessing QuickBooks using incognito mode or a private window.

Here are the key shortcuts:

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + N
• Safari: Command + Shift + N

If this works, you can clear your browser's cache and cookies  and any temporary files running in your browser that may have caused the malfunctions. Otherwise, you can use other supported browsers to ensure QBO runs efficiently.

Furthermore, consult this article for comprehensive guidance on obtaining assistance with QuickBooks products and services.
 

Additionally, once you're ready to manage your transactions, refer to this article for guidance: Connect and manage Square transactions in QBO.

If you still encounter challenges in your software, don't hesitate to reply. We're here to help you.

I am having the same issue.  I tried a new browser and cleared cookies.  Any other suggestion?  All Square transactions are pulled in as "Square Customer" instead of the actual payor.  Also, when I go to manually add the customer, QBO will not allow me to save the correct customer name.  The "save" button is grayed out and cannot be clicked. 

I have tried all of the steps and I am still having the same issue and it sounds like others are having the same issue, as well.

Glad to have you join this thread, Ccsbk and Pdlasiter. Let me direct you to our specialized Live Support Team to have your query addressed and ensure timely assistance in managing customers from Square to QuickBooks.

In QuickBooks Online (QBO), the program depends on the information synced from your Square account. Let's first review and verify how you've set up customer details and transactions in the app to ensure these data are correctly mapped to QuickBooks.

With that, please make sure to select Record Sales individually when setting up your Square account to ensure the customer's name is synced with the online program. You can refer to the insights shared by MichaelaS above for additional guidance.

Since the issue persists even after troubleshooting your browser, it's best to contact our support team to conduct further investigation of your query. Here's how:

1. Navigate to the Help icon.
2. Go to the Search tab and select Contact Us.
3. Choose a topic to connect you with the right expert.
4. Then, select either to Chat with us or Have us call you.

To ensure you get on hold with our representatives on time, I've added our support hours so you can set an available time to reach them out.

Furthermore, I'm sharing these references to help you review customer transactions and your overall financial accounts:

• Categorize online bank transactions in QuickBooks Online
• Reconcile an account in QuickBooks Online

Managing your customer information and transactions is crucial for streamlining financial processes in your account, Ccsbk and Pdlasiter. Please let us know in the comments below for any additional questions. We'll be around to help.