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C
camptapawingo
March 11, 2025
Question

I need to fix the QB account that Square has selected for a transaction, but the correct account is not being listed.

  • March 11, 2025
  • 1 reply
  • 0 views
Someone who didn't understand Square and Quickbooks integration set up a new item in Square that wasn't correctly configured. I should be able to assign the right account in the App Transactions interface with Square, but the dialog box will not display the correct Quickbooks Account for me to use. This used to work correctly for me, but now the details screen for Square transactions in Quickbooks is not supporting the things I need to do for our books to be correct. Assigning the correct customer and the correct revenue account is often completely impossible.

    1 reply

    J
    JanbonN
    March 11, 2025

    Hello there, camp. This could be a possible browser-related issue. I'm here to help guide you through some troubleshooting steps.

     

    Given the unusual behavior you’re experiencing, refreshing your browser could resolve them. Start by logging into your QBO account using an incognito or private browsing window. This will enable you to work with a clean slate. Please use these keyboard shortcuts:

     

    • Google Chrome: Ctrl + Shift + N
    • Mozilla Firefox: Ctrl + Shift + P
    • Microsoft Edge: Ctrl + Shift + N
    • Safari: Command + Shift + N

     

    Then, please try to choose the correct account again. If it works, clear your browser's cache to remove specific issues and help the program run efficiently. You can also use other devices and supported browsers to ensure everything works as expected.

     

    If the issue persists, I recommend contacting our support team to research the cause of the issue and provide a resolution.

     

    Additionally, you can refer to this article about matching your transactions in QBO with your bank statement: Reconcile an account in QuickBooks Online.

     

    Please feel free to return to this thread if you have any more questions or concerns regarding your Square connection with QuickBooks, camp. Take care and have a great day.

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