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December 11, 2018
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If I get QB Online and sync with Square, will Square send QB inventory data?

  • December 11, 2018
  • 2 replies
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I keep inventory in Square now, and only use QB Desktop to manage bank accounts and tax information. I would love to integrate, but all of my inventory is within Square. I would love to have it in QB so I can generate better reports. Does the integration with Square and QB Online offer inventory management as well?

Best answer by

The Sync with Square integration does not automatically copy over your inventory list from Square into QB Online.

However, you can setup your QB Online with an identical item list by exporting your list as a csv from Square and importing it into QB Online yourself. Then, the Sync with Square integration will record sales and decrement item counts accordingly in QB so long as the item name and/or SKU in QBO matches what your have in Square.

2 replies

Answer
December 11, 2018

The Sync with Square integration does not automatically copy over your inventory list from Square into QB Online.

However, you can setup your QB Online with an identical item list by exporting your list as a csv from Square and importing it into QB Online yourself. Then, the Sync with Square integration will record sales and decrement item counts accordingly in QB so long as the item name and/or SKU in QBO matches what your have in Square.

December 11, 2018
Does this work in the reverse?  We set up our inventory in QBO, can we import our inventory into Square?
Rose-A
January 11, 2019

A warm welcome to the Community, pawfittergirl.

Let me share what I know about the CSV file in QuickBooks Desktop.

 

A Comma Separated Values (CSV) file is a plain text file that contains a list of data. These files are often used for exchanging data between different applications. Since CSV files store information in a text-only form, support for saving the file to another format is included in lots of different online services and downloadable programs.

 

You can check this recommended article to know more about CSV file format: Import/export CSV files.

 

Feel free to get back to me if you require more information about CSV file. Have a great rest of your day.