Skip to main content

SUMMER SAVINGS 90% OFF QuickBooks for 3 months* Ends 8/27

Buy now
Switch to QuickBooks and 70% off for 3 Months
August 25, 2021
Question

Square to Quickbooks integration for invoices

  • August 25, 2021
  • 9 replies
  • 27 views
No text available

9 replies

QuickBooks Team
August 25, 2021

I'm here to help you get your Square transactions into QuickBooks Online, Kathy07.

 

To start, let's connect the Square bank account. I'll show you how.

  1. In QuickBooks, go to the Banking menu.
  2. Select Add account.
  3. Follow the steps to connect the account you use to process Square sales payments.

 

Also, please note that the app enters the item for product and service names in imported transactions. To avoid manually changing the name, I'd suggest importing them. 

  1. Open Square and export your products and services as a CSV file.
  2. Login to your QuickBooks Online account.
  3. Import the products and services from your CSV file.

 

Once done setting up, you’re now ready to connect your Square account.

  1. Sign in to QuickBooks Online.
  2. Go to the Apps menu.
  3. Search Connect to Square.
  4. Select Get App Now.
  5. Follow the guided steps to set up the connection.

 

After the transactions are downloaded, I'd recommend reviewing and adding them. For more details, please see Step 3 in this article: Connect your Square Account to QuickBooks Online.

 

Aside from the Connect to Square app, you can also integrate Sync Square with QuickBooks Online. To avoid duplicate transactions, please use one of the apps.

 

Additionally, I've added these articles that'll help you manage your sales transactions in QuickBooks Online.

 

Please come back and keep us posted on your progress in connecting the Square app. It's our priority to ensure your sales transactions are added accurately in QuickBooks.

QuickBooks Team
August 26, 2021

Hi Kathy07,

 

Hope you’re doing great. I wanted to see how everything about integrating your Square account to QuickBooks Online. Do you have any clarifications? If you do, just let me know. I’d be happy to help you at anytime.

 

Looking forward to your reply. Have a pleasant day ahead!

Kathy07Author
September 14, 2021

Thank you for your response.  Per your instructions, I integrated QuickBooks Online to Square.  I only received the payments of invoices and they were entered in my Undeposited Funds.  The import did not show who the customer was or the invoice number....only the payment.  I need to have the actual invoices imported so I can see who the customer is and the invoice number.   I use the "Receive Payment" to mark when invoices are paid.  How do I import the actual invoice...not the payment into Quickbooks? I have attached a file to show what I am referring to.