cancel
Showing results for 
Search instead for 
Did you mean: 
Kathy07
Level 1

Square to Quickbooks integration for invoices

 
9 Comments 9
CharleneMae_F
QuickBooks Team

Square to Quickbooks integration for invoices

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.

CharleneMae_F
QuickBooks Team

Square to Quickbooks integration for invoices

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!

Kathy07
Level 1

Square to Quickbooks integration for invoices

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.

ShiellaGraceA
QuickBooks Team

Square to Quickbooks integration for invoices

Thanks for getting back to us, @Kathy07.

 

I'll share some information about Square and QuickBooks integration. To confirm, were you able to download the Sync with Square app? If not, here's how to do it.

 

  1. Sign in to QuickBooks Online.
  2. Then, visit the Sync with Square page in the QuickBooks Online app store.
  3. Select Get App Now. This starts the connection.
  4. Choose the company you want to connect from the dropdown. Then, follow the steps to authorize the connection. Sign in to your Square account with the same sign-in you use for www.squareup.com.
  5. On the Basic Settings window, take the Bank and Expense accounts (for fees and other expenses) you use to process payments in Square. Then, pick the default Payment method. You created these accounts in "Step 1: Set up QuickBooks." When you're done, select Save Changes.
  6. On the next screen, change any settings you need. When you're ready, click Connect.

 

Once you're done connecting the app, QuickBooks automatically downloads your Square transactions. You'll get a daily email summarizing the downloaded transactions for the past 24 hours. You can also go to the Sales or Expenses tab in QuickBooks to see what was downloaded.

 

Want more details? Check out this guide: Sync Square with QuickBooks Online.

 

From there, you're now ready to reconcile your account. See this link for more information: How to Reconcile an Account in QuickBooks Online.

 

Reach out to me anytime if you have follow-up questions or concerns with Square transactions. I'll be around for you. Have a wonderful day ahead.

Kathy07
Level 1

Square to Quickbooks integration for invoices

Yes, I connected my QuickBooks to Square via "Connect to Square" app.  Will that work?

Kathy07
Level 1

Square to Quickbooks integration for invoices

Yes, I connected my QB's to Square via "Connect to Square" app.  Will that work or do I need to use "Sync with Square" app?

 

TirzahC
Level 7

Square to Quickbooks integration for invoices

I'm happy to point you to the process of syncing Square process in QuickBooks Online, Kathy07.

 

QuickBooks will automatically get your transactions processed through Square and will be imported as an invoice. In the Sync-with-Square process, on the other hand, your sales are imported as invoices, and the payments are imported as payments. These transactions are visible on the All Sales page. Then, when your bank downloads them on the Banking page, you can just match them. This will be your setup going forward. 

 

Check these articles for more information about syncing QuickBooks Online to Square:

I hope this clears up how to handle your sales from Square. If you need help, please feel free to reply to this thread.

Kathy07
Level 1

Square to Quickbooks integration for invoices

My QuickBooks is connected to "Connect to Square" app.  It shows connected, but I have not seen any transactions downloaded since 9/14/21.  The "Sync with Square" app does not show up in Find Apps.  So at this time, my QB's is not "talking" to Square.  Do I have to start all over...where do I go from here?

CharleneMae_F
QuickBooks Team

Square to Quickbooks integration for invoices

I'm here to ensure your Square transactions are downloaded into QuickBooks, Kathy07.

 

This issue could be browser-related. The stored cache can affect the performance of the program. To resolve this, I'd suggest logging in to your account via a private window. This doesn't use the existing cache files, which makes it a good place to determine if there's a problem with the browser.  

 

Here are the keyboard shortcuts: 

 

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

 

Once signed in, check if the transactions are downloaded. If it does, clear the browser's cache. This removes its stored files to ensure the program performs efficiently.

 

I'd also suggest using other supported browsers. They'll provide the best and most secure experience with QuickBooks.

 

If the issue persists, let's disconnect the app. Then, reconnect it again.

 

Also, please note that if you haven’t processed anything in over 15 days, you'll not see transactions until the day after you process a transaction using your Square account. 

 

If you'd like to connect Sync Square, I'd suggest checking this article to learn the complete process: Import your Square Sales Data into QuickBooks Online.

 

Additionally, I've added this article that'll help you review your downloaded transactions and add them to your books: Connect your Square Account to QuickBooks Online.

 

Please come back and keep us posted on your progress in getting your transactions downloaded into QuickBooks, Kathy07. I'm determined to get this resolved.

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up