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A
alqnomab
February 1, 2024
Question

Cannot add Square Bank Account

  • February 1, 2024
  • 2 replies
  • 0 views

I have tried to add my Square Account to Quickbooks Self Employed several times. I have tried multiple browsers, private, incognito, etc. Square shows up in the list when searching to add said bank, but when the process is finished, it says 0 accounts updated.

Any ideas? 

Thanks.

2 replies

A
AbegailS_
February 2, 2024

Thank you for providing details about your concern, @alqnomab.

 

Currently, the integration between QuickBooks Self-Employed (QBSE) with Square is unavailable. However, you can still import your transactions from Square to QBSE. You have to export the transactions from your bank using .CSV file and then import them into QBSE using your device.

 

Once, you have a .CSV file, you're now ready to import to QBSE. Please follow the steps below.

 

  1. Open QuickBooks Self-Employed in a web browser.
  2. Select Settings .
  3. Click Imports.
  4. Choose the account you want to add the transactions into.
  5. Hit Browse and find the file you downloaded from your bank. It's usually in your Downloads folder.
  6. Pick the file and select Open to start the import.
  7. Review the column headers and data. Make sure the Date, Description, and Amount columns on the CSV match the columns and order in QuickBooks. The other column headers can be in any order.
  8. Tap Continue to complete the import.

 

When finished, you have to review and categorize your transactions to put them in your accounts.

 

If you have any other concerns regarding QuickBooks, feel free to leave a reply below. I'm always here and happy to help you out. Have a great day ahead!

A
alqnomabAuthor
February 2, 2024

Thank you for your quick reply. The biggest reason I would like to add my Square acct is to keep them separate from other accts. (Capital One, Wells Fargo) When you say "choose the account to add the transactions to" can I set up another account manually? I do not see where I can do that other than the automatic search for a bank account.  This would be great because importing a CSV is easy to do.... just need my own place to put it.

Thoughts?

E
Erika_K
February 2, 2024

I understand the importance of adding accounts to QuickBooks Self-Employed (QBSE), nomab. 

 

Currently, manually creating accounts in QBSE isn't available. Nevertheless, we would love your idea about having this functionality within the program. We'd like to hear more about your insights. Hence, I suggest submitting feedback to our Product Development Team. They will review your recommendations and may consider adding them to future updates. 

 

Here's how: 

 

  1. Go to the Assistant menu.
  2. Type in  feedback.
  3. Next, select Add a feature. 
  4. Key in the details of your suggestion and send it.
  5. Click Yes to confirm. 

 

I'll add these articles about managing bank transactions in QBSE: 

 

 

Let me know if there's anything else I can do to help you with managing integrations in QBSE. Keep safe and take care! 

J
joecill
February 3, 2024

Hi there! I'm facing the same issue when trying to add my Square Account to Quickbooks Self Employed. I've attempted it multiple times using different browsers, including private and incognito modes. Interestingly, Square shows up in the list when searching to add the bank, but after the process, it says 0 accounts updated. Anybody else experiencing this or have any ideas on how to resolve it? Thanks in advance!

G
GebelAlainaM
February 3, 2024

Hello, joecill.

 

Let me direct you to the best support group available to get this issue sorted out securely.

 

I'd recommend reaching out to our QuickBooks Support Team since the issue persists after doing the basic browser troubleshooting process to fix it. This way, they can help you pull up your account in a secure space and provide in-depth troubleshooting steps to help you connect the Square bank to your QuickBooks account. They can also create a ticket for investigation if needed.

 

Here's how:

 

  1. Go to Help.
  2. In QB Assistant, enter the topic you need help with.
  3. Select Contact Us to connect with a live support agent.
  4. Choose a way to connect with us:

 

  • Start a chat with a support expert.
  • Get a callback from the next available expert.

 

Here's an article for the schedule details: QuickBooks Online Support.

 

I've added this article for future reference in managing bank transactions: Categorize transactions in QuickBooks Self-Employed.

 

Post again if you need help with QuickBooks Online. I'm always here to help you.

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