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M
maria-churrosany
September 17, 2020
Question

Not all of my Square transactions are importing to QB. I recently signed up and nothing before Sept. 12 is showing up. Is there a way to manually import them?

  • September 17, 2020
  • 1 reply
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1 reply

L
LauraAB
September 17, 2020

Hello maria-churrosany,

 

I love that you're using Square and QuickBooks Online together to manage your books. Being able to connect Square to import you transactions into QuickBooks Online is a great way to keep data entry simple for your business's books. I'd be happy to get you started with learning how to take care of this.

 

Knowing how to best approach this situation is going to depend on how which app you've used to connect Square to QuickBooks. There are a number of apps you can choose from to connect, such as the Sync with Square app. If you're using that option, the Sync Square with QuickBooks Online article outlines how you can import up to 18 months of prior transactions. Check out the "In addition to new transactions, can I import prior transactions from my Square account?" section of the article.

 

If you're using a different app, I recommend checking in with the app developer to find out the options. You can find out how to reach support for your app by following these steps.

  1. Go to the Apps tab in QuickBooks Online.
  2. Choose My Apps.
  3. Click the app you're using.
  4. Review the contact and support details in the App Information section on the app page.

It's important to connect with the right team as each app is developed by different providers and may have different functions. The appropriate support agents will be able to help you figure out how to download more of your transactions from before September 12.

 

I hope this has been helpful to you! Have a great day.

M
maria-churrosanyAuthor
September 19, 2020

I am using Sync with Square. 

I followed the instructions and ran a manual import from Jan 1, 2020 - Sept. 11, 2020 but the only imported transactions from April. 

Is there a delay in the import? Should I wait a day before trying another manual import?

L
LauraAB
September 21, 2020

It's great to hear that you're using Sync with Square! Thanks for letting me know and for giving those steps a shot. I haven't heard of any issues with delays, but feel free to try importing the transactions again if you're still not seeing them. If you're still having trouble, I recommend contacting QuickBooks Online support. The Sync with Square app was developed by Intuit, so that team will be able to help you get back on track. Here's how to get in touch.

 

Schedule a Callback or Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat. Support is available from Monday to Friday between 9 a.m. and 8 p.m. ET.

Social Media: Facebook, Twitter, and Instagram.

 

Enjoy your week!

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