on a daily basis we have hundreds of transactions that come from Square into QBO through the Square integration app. the app seems to working generally fine, though i have questions on two issues:
1. my workflow allows me to attend to QBO deposits every 2 - 3 days. in that period, 3 - 5 deposits from Square will come in and be matched to Banks Deposits. each Bank Deposit line item will indicate 2 - 6 deposit matches, all with the correct total and date. i have attached a screenshot of one of those deposits that indicates 6 matches. each deposit consists of a couple of hundred of line items so it is quite difficult to determine the distinction in the makeup of each match. the bank account is only receiving a single deposit. what is QBO doing and how can determine the correct match?
2. i have the Square connector app configured to import "Individual transactions" (under Transaction view), "By item name (under Item tracking). i have it configured this way because it important to us be able allocate sales to multiple revenue accounts which are mapped in the Product & Services catalog. given the issue we are having with deposits containing hundreds of line items (see question 1), would a different configuration simplify the deposit, but maintain the ability to allocate to a variety of revenue accounts?
thanks.
