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Dalleman
October 10, 2022
Question

Quickbook online app transactions

  • October 10, 2022
  • 2 replies
  • 0 views

Hi,

in quickbooks desktop I entered the data from square manually and added a service charge of 3% of the total taxable items. Now that I try to use Quickbooks online and data gets transferred directly from Square to app transactions, how can I add this service charge?

Thanks

2 replies

G
Giovann_G
October 10, 2022

Welcome to the Community, Dalleman.

 

Transactions are automatically imported by default if you integrate Square with QuickBooks Online. The service charge or fees must be manually added to the transactions.

 

Please follow the steps listed below to add a service charge to an invoice transaction:

 

Step 1: Create a service charge item.

 

  1. Go to Settings ⚙, then Products and services.
  2. Select New, then click Service.
  3. In the Name field, enter a name for the service.
  4. (Optional) From the Category ▼ dropdown, choose the category that best describes the fee. Find out more about item categories.
  5. (Optional) Fill out the rest of the fields.
  6. Once done, hit Save and close.

 

Step 2: Add a service charge to invoices.

 

  1. Go to the Sales menu, then the Customers tab.
  2. Find and open the customer's invoice.
  3. From the Product/Service ▼ dropdown, choose the service fee you created.
  4. (Optional) In the Amount field, enter the amount of the service fee.
  5. (Optional) In the Message on invoice section, add a note about the fee.
  6. Once done, hit Save and close.

 

If you added the service charge to a deposit transaction, you can follow the procedure in this article: Enter a bank service fee while using a third-party merchant service.

 

I've also included the following resource, which you can read for your upcoming task about assessing your accounts in QuickBooks Online: Reconcile an account in QuickBooks Online.

 

You can add any details below if you need further assistance with recording the service charge. I'll be around to help you.

D
DallemanAuthor
October 12, 2022

Hello,

thank you very much for your quick answer!

I tried your solution but it is not what I am looking for. Maybe I haven't been clear in my explanation, sorry about that.

When I connect square to quickbooks I don't have the same amounts I see on the square transactions as I find on quickbooks. When I go to Quickbooks/banking/app transactions I can NOT see the same amounts as on the square transaction export. I can't see what has been paid with a gift card. I can't see the employee discounts, ...

I can't add the service expenses on this. That's one problem. How can I solve this without manually having to bring this into quickbooks? Can I change sth in Square so that all the date is transferred one on one?

The other problem I have right now (I haven't talked about yet) : how do I add the sales taxes in the invoices I want to import in expenses? If I buy at for exemple safe ways and have a payslip with the total amount, and taxes. I want to add the taxes on the invoice before reconciling it with a payment so I will be able to export all the taxes I have paid later on.

I am watching videos and tutorials where everything works out, but as soon as I try it out with our company I get stuck every five minutes. This is so frustrating! 

Thanks again for the help you can give!

kind regards,

Dominique

JenoP
JenoP
October 12, 2022

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. 

 

 

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.

 

 

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 +P 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.  

Fiat Lux - ASIA
Fiat Lux - ASIA
October 11, 2022

@Dalleman 

Consider having a 3rd party app to reconcile Square transactions into QBO.

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