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NoRaCafe
October 27, 2022
Question

app transactions and products/services

  • October 27, 2022
  • 2 replies
  • 0 views

I recently entered the products/services that I have in Square into my QuickBooks Online.  I have a lot of old app transactions that came over from my Square system before I entered the products and services.  The newer app transactions that come over are syncing up to the products and services in QBO.  However, the older app transactions still just show "Square Item".  Is there a way to rerun or rescan an app transaction that I haven't reconciled yet so that it matches the products now that they are in there?  Right now, I am manually matching each Square Item to the product in QBO.  I have hundreds of transactions to go through so hoping there is a way to initiate whatever process looks to match the items when they are coming over from Square.

2 replies

Fiat Lux - ASIA
Fiat Lux - ASIA
October 28, 2022

You need a 3rd party app to do so.

C
ChristineJoieR
October 28, 2022

Thank you for taking the time to reach out to us here on the Community page, @NoRaCafe.

 

I like how you use Square and QuickBooks Online together to manage your finances. The ability to connect Square to import transactions into QuickBooks Online is a great way to simplify data entry for your company's books. I'd be delighted to get you started on learning how to handle this.

 

We can only import up to 18 months of prior transactions using Square. However, we can use a third-party application that imports historical files and helps you match the items easily to QuickBooks Online. 

 

Follow the steps below:

 

  1. On the left pane, go to the Apps tab in QuickBooks Online.
  2. Choose Find Apps.
  3. Enter the keyword or check them in the Browser Category.

 

I've also included some frequently asked questions about importing data into QuickBooks. You can get some ideas from the Q&A section. Please read this article: Common questions about importing data to QuickBooks Online.

 

Count me in if you still have other concerns with importing data in QuickBooks. I'll make sure everything will be fine. Have a great weather.

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