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Hello there, dawn@ubuntuwelln.
I understand how vital it is for your company to restore the connection between Acuity and Square. This guarantees that you can receive payment seamlessly.
To ensure that I can provide the best solution, I need to ask for more details about the issue. Did you run into any errors when integrating both programs? If so, can you share the error code or message? Could you provide more information regarding what happened to your staff?
While I wait for your response, let me share the link to our online resources: Community page. There you'll find topics and articles about managing your payroll, banking data, inventory, taxes, and other accounting-related tasks.
We appreciate any details you can provide. Thank you in advance. Have a good one.
Thank you for your response. The problem started on 1/20/2023. Our contractor Nicole [last name removed] is processing payments through Acuity and the payments are not showing on the statements in QuickBooks. We were experiencing this issue with some of our other contractors as well, but it seems that those payments are now transferring over to QuickBooks. However as of 2/15/2023 the payments processed by Nicole are still not transferring. This is obviously causing errors in our accounting, and we would like to rectify it as soon as possible. Any information on how to get this resolved would be greatly appreciated.
I would also like to add that there were no issues when we unintegrated and then reintegrated acuity and QuickBooks. No error messages occurred.
Hello, dawn.
Thanks for taking the time to get back to us with more details. I would like to drop some solutions to help us rectify the payment transfer issue between QuickBooks and Acuity/Square.
Certain settings from your contractor's profile might've affected the transfer process of the payments.
We can check Nicole's profile settings in Acuity/Square and see if there are any settings that may delay the transfer.
Alternatively, we can also check Acuity/Square settings within QuickBooks:
If you need to record those payments as soon as possible, are you able to get a bank statement of the missing payments? If that's the case, we can consider manually uploading them into QuickBooks Online as a temporary solution.
The steps and details on how to do this are found here: Manually upload transactions into QuickBooks Online.
If the settings are correct or if using the bank statement isn't an option, we would still need to work on this as soon as possible. We would need to take a closer look at the system and find out the root cause of the payment transfer issue.
Let's give one of our phone agents a call so they can investigate this. Here's how to reach them:
If you need to check the total sales and payments in QuickBooks using reports, I'll include this article (if you need help in the future): Run reports in QuickBooks Online.
Ask away if you have other concerns about your payments and entries. I'm here to lend a hand.
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