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Ellorente
August 29, 2022
Question

Square Checking Transactions

  • August 29, 2022
  • 1 reply
  • 0 views

I want to import Square Checking (not sales, the debit card) transactions into Quickbooks online. Is there a way to automate this? 

 

I see that the routing number is linked to Sutton Bank, but the downloaded statements don't refer to Sutton Bank. 

1 reply

AlcaeusF
AlcaeusF
August 29, 2022

Hi, @Ellorente.

 

I can share information about automatically importing Square Checking transactions to QuickBooks Online (QBO).

 

Yes, there is a way! With the Connect to Square app, you can bring your transactions into QuickBooks automatically. Then, the system will categorize and match them to your bank records.

 

For detailed instructions on how to do it, please refer to this article and proceed to steps 1-3: Connect your Square account to QuickBooks Online. This also contains common questions about the Connect to Square app.

 

I also recommend visiting our website for more tips and other resources you can in the future: Self-help articles.

 

Please let me know if you have additional questions about this or anything else. I'll be here to help. Keep safe always.

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