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AME091386
March 12, 2025
Question

Square App Integration

  • March 12, 2025
  • 1 reply
  • 0 views

I have the Square App connected to my Quickbooks which imports Square transactions. I also have my bank transactions imported. The Square App has created a mess of my books and I am at my wits end trying to fix it. It imports transactions that don't match or end up as a duplicate, or will import them as the amount after fees, then the amount again in a negative number, plus all of the fees again in a negative number. So for example, if a transaction is originally lets say $1075, it comes in a $1059 after fees. It will then show the debit as $1059, a credit at $1059, and then all the individual fees -$3, -$4, etc. I cannot reconcile my bank account due to this. Is there anyway to just go through and delete all of the square transactions at this point? I want to disconnect Square, the whole idea was to save me time, not create a nightmare.  I will still have the bank account feed imported so the transaction is still there. 

1 reply

G
GebelAlainaM
March 12, 2025

I see how managing multiple transaction sources can be challenging, AME091386. Yes, there is a way to remove all your Square transactions so you can manage them solely through the bank account feed. I'll provide the steps below, including how to disconnect the Square app.

When you disconnect the Square app in QuickBooks Online (QBO), the Square transactions in the For Review tab will automatically removed. However, if the transactions are already in the Categorized tab, you can Undo them so they will go back to the For Review tab, then Exclude.

Here's how to undo and exclude app transactions:
 

  1. Go to the Transactions menu.
  2. From the App Transactions, select the transactions imported from Square in the Categorized.
  3. Click Undo.

  4. Go back to the For Review tab.
  5. Select those transactions, then click Exclude.

 

Moving forward, when only using the bank feed for your transactions, if you encounter downloaded transactions similar to the ones you created manually in QuickBooks, you can Match them. If you haven't made a transaction inside QuickBooks and found downloaded transactions, Add them to categorize.

Here are some articles for guidance:
 

Moreover, I'll include this article for future guidance when you reconcile your account and pull up a report to review or export reconciled transactions in QuickBooks:
 

Need help with Square or other app transactions in QuickBooks? Please drop your questions in the comments. Assisting you is a joy, and I anticipate great things for your business.

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