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NicoleLynnC
January 14, 2024
Question

Integration with Square

  • January 14, 2024
  • 2 replies
  • 0 views

Hello everyone! 

 

I am a small business owner and I am fairly new to book keeping, I am trying to learn the ropes. I am currently using QuickBooks online and square POS and i am Struggling to integrate the systems properly. I am looking for someone who would be willing to do some one on one with me to show me how to set up my square and QuickBooks properly! any help would be greatly appreciated!

2 replies

4
4Gal
January 14, 2024

You can import data as Sales Receipt from Square POS. Otherwise, you have to purchase a 3rd party connector.

T
Trish_T
January 15, 2024

Hi NicoleLynnC,

 

Welcome to Community!  QuickBooks Online lets you connect to the Square app, so your sales transactions can be automatically imported.  Once the items have been imported, QuickBooks will automatically categorize them and match them to your bank.  This simplifies your work, and all you need to do is review and approve the transactions.  For your reference, here's a detailed guide to assist you with common questions about connecting your Square account with QuickBooks Online.

 

Should you require additional assistance, please don't hesitate to contact us outside of Community.  It would be a pleasure to work with you in real-time, and assist you with accomplishing your QuickBooks goals without delay!

 

Feel free to reach back out with other questions.  We would be happy to help!

R
RNCRC
May 14, 2024

Unless, of course, you run something like a coffee shop with hundreds of small transactions. The Connect to Square app will only INCREASE your work, not reduce it. I promise. 

 

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