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August 31, 2017
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Square Import

  • August 31, 2017
  • 1 reply
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I am having issues with importing my products from Square into Quickbooks Online. I have several products that use variations. When I try to import my CSV from Square into Quickbooks Online if gives me an error telling me to change the name of my product. Based on what the help document from Sync with Square says:

 

  • "The Sync with Square app lets you import products or services into the proper accounts. To make this work, you need to set up your QuickBooks Items just the way you have them in Square. 

    To do so, go to your Square account and export your items (that is, products and services) as a .csv file. Then, import this file into QuickBooks under the option to Import Products & Services. After you do so, the app automatically imports your transactions with their respective product or service name."
  • https://community.intuit.com/articles/1207310-sync-with-square-hub#CFB4
 
I don't want to change the name of the product because then Quickbooks Online won't know which product from the Square sale is which.
 
How do I get my products over from Square so that Sync with Square will know which product is sold and communicate the information to Quickbooks Online without removing variations within Square?
    Best answer by vpcontroller

    Hey Alicia,

     

    Creating separate products in Square would completely defeat the purpose of variations as Square treats each product name as a separate item and then adds variations on top of them. So it wouldn't make sense for us to have blue-shirt, black-shirt, etc. for 18+ different variations. This would be overwhelming for anyone and make our POS hard to navigate. 

     

    I am assuming by your response that QuickBooks matches the products from Square transactions by the name and not the SKU? Is there a setting that could change this?


    @ryannoel

     

    "Is there a setting that could change this?"

    Sorry, you can't!

     

    Sync with Square or Sync with Paypal app is not currently designed for all business types, especially for tracking multiple variations of inventories into QBO. These apps will work better for service type businesses.

    Check out the overall review ratings, that will give some clues.
        Square (2 out of 5)
        PayPal (2 out of 5)
    And these apps have been around for a while.

    Unfortunately, I don't have any better suggestions, other than sending them feedback request.

    1 reply

    AliciaRoy
    August 31, 2017

    Hi ryannoel, 

     

    Let's work together to get the list imported properly. 

     

    Can you please send me a screenshot of the product names, the error message, and how you have the variations set up? This will allow me to find the source of the issue, so we can troubleshoot from there. 

     

    I look forward to your reply. 

    ryannoelAuthor
    September 1, 2017

    I have three screenshots.

     

    The first is of the CSV I exported from Square to use as an import to QuickBooks like I was instructed in the Sync with Square hub (https://community.intuit.com/articles/1207310-sync-with-square-hub#CFB4).

     

    The second is when I go to QuickBooks to import the products to select how they line up. There is no option for Variations, so I import without them.

     

    The final screenshot is of the error I receive because the product with variations has the same name now in the QuickBooks import.