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Join nowThe integration between QBO and Square is so easy, jacquijax.
If you want to use the items from Square, you can import them into QuickBooks Online. You'll want to verify it with Square if these are Inventory, Non-inventory, or Service. What we need is a .CSV file from Square which contains all these items. You can follow these steps in importing it:
In addition, you'll see a "Square item" on every transaction you've downloaded if you don't want to import your items from Square. Then, you'll have to manually edit those transactions to change the items.
It would be best to reach out to Square to learn more about syncing it with QuickBooks Online.
I'll be glad to assist you if you have more concerns. Just comment below anytime.
Hi Alex, thank you for your response.
In the QB help document copied below, it says to add these to QB before syncing. I did import but QB is asking for the categorization because I have Plus with inventory tracking. It’s not a designation that Square gives.
Sync with Square - Default Accounts and Names
Products and Services |
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Hi, @jacquijax.
Thank you for coming back here in the Community. It would be my pleasure to provide insights about importing transactions in QuickBooks Online using the square account.
The screenshot you provided below is the default names that are automatically created in QBO once you will sync the square in QBO. So there isn't a need to set up as non-inventory or service.
Let me give you the step by step instructions on how to import products and services.
Here's how:
For the detailed guide, check out this article: Move your lists.
To learn more about how to categorize products and services in QBO, please visit this article: Group your products and services into different categories.
Don't hesitate to leave a comment below. I'm always here to help. Take good care!
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