Skip to main content
October 28, 2024
Question

I just want to put my expenses and profit in manually since my business is just starting and I can not connect square.

  • October 28, 2024
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

October 28, 2024

Thank you for choosing QuickBooks as part of your business venture, Pkspirates. I've got the steps you need to enter expenses & sales or income and for you to connect Square to QuickBooks Online (QBO).

 

To enter expenses in QBO, follow these steps:

 

  1. In the upper left corner, click + New and select Expense.
  2. Select the vendor or payee from the dropdown list.
  3. Enter the payment date and the payment method.
  4. Choose the account where the expense will be recorded.
  5. Enter the expense amount and any additional details, such as a description and any attachments or receipts.

 

For sales or income in QBO, here's how:

 

  1. Click the + New button in the left navigation menu and select Invoice.
  2. Select the customer from the dropdown list or add a new customer if they are not already in the system.
  3. Fill in the invoice details such as the invoice number, date, and terms.
  4. Enter the product or service being sold and the amount.
  5. Repeat step 4 for any additional items being sold.
  6. Click Save and Send to email the invoice to the customer or Save and Close if you don’t want to send the invoice.

 

On the other hand, I highly suggest looking for a third-party app connector tool to integrate Square into QBO.

 

Should you have any more questions or require further assistance, please know that I'm just a click away here in the Community. My primary goal is to make sure that everything is streamlined and efficient for you, allowing you to focus on what matters most—running your business effectively.