Buy now and save 90% off today
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Want an expert to help you set up your QuickBooks Online? Find out how: Click here

Reply to message

View discussion in a popup

Replying to:
JenoP
Moderator

Reply to message

Allow me to join you here and provide additional details about Square transactions, Dominique.

 

Details such as purchase price, description, sales tax, and fee breakdowns are added in the transactions details when downloading from Square. You just need to click the transaction in the For Review tab to see the details. 

 

square fees.PNG

 

Please note that we also rely on the data shared by Square. With this, I recommend reaching out to them to check why the downloaded amount is different as well as the missing discounts and service fees. 

 

You can also follow these steps on how to access the App settings in QBO:

 

  1. Go to the Banking or Transactions menu and select App transactions.
  2. Click App settings, then Square.
  3. Select the tab for the type of setting you want to change. 
  4. Chose Done.

 

sqaure app settings.PNG

 

Additional information about this integration are discussed here: Connect Your Square Account to QuickBooks Online. You might noticed that the article is under the USA banner. However, the details and steps are still applicable to other regions. 

 

With regards to adding sales taxes to your purchase transactions, can you tell us what happens when you followed the tutorials? Are you getting an error? We just want to make sure that we're giving you the right steps and information to help you sort it out.

 

In the meantime, you'll want to use a different browser or switch to an incognito or private browsing session and log back in. This will help us check if a browser issue is preventing you from adding the sales tax. 

 

Use these keyboard shortcuts to switch to incognito:

 

  • Ctrl Shift N  for Google Chrome
  • Ctrl Shift P for Firefox
  • Control Option +if you're using Safari
  • Ctrl Shift P for Microsoft Edge

 

Let me know if you're able to follow the steps successfully. I would also keep an eye on this thread in case you have follow-up questions.