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Ben148
February 2, 2024
Question

Apply Square Payments to Invoices

  • February 2, 2024
  • 2 replies
  • 0 views

When a customer pays via Square, the Square app in QB brings the payments in as a Sales Receipt. 

How do I either:

A) apply this Sales Receipt to an invoice?

or

B) have the Square app apply these payments to invoices and not record them as Sales Receipts?

2 replies

M
MelroseV
February 2, 2024

Welcome to the Community space, Ben148.

 

I'm here to help you record your sales transactions here in QuickBooks Online.  

 

You can have the Square app apply those payments to your invoices and not record them as Sales Receipts so that whenever the Square app syncs to QBO, it will automatically record them as invoice payment, and you can choose Match if you have the recorded initial sales in QBO.

 

Here's how:

1. Go to Bookkeeping.

2. Select Transactions and then App transactions.

3. Click For review. Your Square transactions appear in the list.

4. For each transaction, select an action, depending on the status:

  • Add or Match: This transaction is ready to be added. If both QuickBooks and Square are connected to the same bank, you can match it to a transaction that's already in your books.

5. Go to Reviewed to review the transaction, then select Added/Matched column.

 

You can check this guide here for more details: Connect your Square account to QuickBooks Online.

 

Another option is if you choose to invoice, you can match the payment if it's connected to online banking. If not, you can manually receive the payment.

 

Additionally, to find answers to common questions about the Square app and QBO integration, you can check out this article: Connect your Square account to QuickBooks Online.

 

If you have additional concerns regarding your Square app in QuickBooks Online, please post them here in the Community. We are eager to help you. Stay safe!

W
wmdlemonade
March 7, 2024

I am having the same issue?  Has anyone figured this out?   

M
MelroseV
March 7, 2024

Thank you for joining this thread, wmdlemonade. Let me help you record your sales transactions here in QuickBooks Online.

 

The Square app can apply those payments to your invoices without recording them as Sales Receipts. This way, when the Square app syncs to QBO, it will automatically register them as invoice payments. If you have the original sales recorded in QBO, you can choose to match them.

 

Here's how:

 

1. Go to Bookkeeping.

2. Select Transactions and then App transactions.

3. Click For review. Your Square transactions appear in the list.

4. For each transaction, select an action, depending on the status:

  • Add or Match: This transaction is ready to be added. If both QuickBooks and Square are connected to the same bank, you can match it to a transaction that's already in your books.

5. Go to Reviewed to review the transaction, then select Added/Matched column.

 

For answers to frequently asked questions about integrating Square app with QBO, refer to this article: Connect your Square account to QuickBooks Online.

 

Should you need additional assistance in your Square app in QuickBooks Online, feel free to include them in the comments below. 

4
4Gal
February 3, 2024

@Ben148 

You can use a 3rd party connector app to reconcile Square transactions into QBO.

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