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camilo-manrique-
Level 1

Square integration, can i import invoices or payments?

 
6 Comments 6
JasroV
QuickBooks Team

Square integration, can i import invoices or payments?

Yes, you can, Camilo.

 

You'll want to link your Square account to QuickBooks Online (QBO) and use the Connect to Square app to import your data. Let me guide you through the process:

 

  1. Go to the Banking or Transactions menu.
  2. Select Add account or Link account.
  3. Then follow the steps to connect the account you use to process Square sales payments.

 

Then, link the app to your QBO:

 

  1. Go to the Apps menu.
  2. Type in and enter Connect to Square in the search field.
  3. Then select Get app now.
  4. Follow the onscreen steps to finish the setup.

 

Once done, you can now review your Square transactions and add them to your books. You can check out this article for more details about this: Connect your Square account to QuickBooks Online.

 

When everything is all set, you might want to check out these great resources for future guidance. These can walk you through the steps on how to seamlessly categorize and reconcile your accounts: 

 

 

Know that I'm always here to back you up whenever you need more help connecting your Square to QBO. Feel free to leave the details in your reply and I'll get back to you as soon as possible. Have a good one and keep safe!

SimplyOrganic
Level 1

Square integration, can i import invoices or payments?

Hi, I did all of the steps in this question and have QBO and Square connected and have the Square App installed and running. The payments in square are the only transactions coming into QBO. How do I get my clients, and invoices to also import into QBO.

Chrea
Level 8

Square integration, can i import invoices or payments?

@SimplyOrganic 

You will need to import them manually or use a connector.

SimplyOrganic
Level 1

Square integration, can i import invoices or payments?

I am trying to automate this. Can you be more specific? What connector I have already connected with Square app and I am sinking payments only. Is Square app capable of sinking customers and invoices with QuickBooks?

SimplyOrganic
Level 1

Square integration, can i import invoices or payments?

Thank you, can you be more specific and tell me what connector? I have already connected to the Square app and I’m using it to sync payments. Unfortunately, that is the only information that is coming across to QBO. I also need my customers and my invoices. If there is a connector? I need to know which one it is. Thank you.

Chrea
Level 8

Square integration, can i import invoices or payments?

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