Skip to main content
Y
yybenedb
July 30, 2019
Solved

How to Switch "Square Customer" Transactions to the Actual Customer

  • July 30, 2019
  • 1 reply
  • 0 views

I have gotten my Square transactions to sync into my QB Desktop. All transactions are imported into a generic customer called "square customer". (Split) deposits are accurately sowing up where they should with fees deducted and correctly matching with my bank account feed.

I cannot, for the life of me, figure out how to switch the transaction to the correct customer, though,  after it has already been deposited without deleting and re-depositing. Anyone, pleas help!

Best answer by JamesM

Thanks for elaborating. I want to make sure you get the support you need with this issue. At this point, I recommend calling our phone support experts at 1-877-772-9158. One of our agents will be able to share your screen and have a closer look at what's happening on your end. The hours of operation are 24/7 so you can call at your earliest convenience. 

1 reply

J
JamesM
July 30, 2019

Hi there, 

 

Congrats on your first post in the Community. I'll be happy to steer you in the right direction.

 

It's important your Square customers are showing up correctly. I recommend reaching out to Square Support for further assistance with this issue. For any questions related to recording transactions, I encourage you to reach out to your accountant for advice. If you don't have an accountant, you can search for one on our site using this link. 

 

Let me know if you have questions. 

Y
yybenedbAuthor
July 30, 2019

I have confirmed (actually with CommerceSync-the ones who do the import) that the transactions are importing correctly. As posted on the QB information page regarding a Square sync, to date contacts cannot be imported. Thus the need to import them into a generic customer. There is supposed to be some easy way move the transaction the the correct local QB customer. I am not figuring out how to do that though.

J
JamesMAnswer
July 30, 2019

Thanks for elaborating. I want to make sure you get the support you need with this issue. At this point, I recommend calling our phone support experts at 1-877-772-9158. One of our agents will be able to share your screen and have a closer look at what's happening on your end. The hours of operation are 24/7 so you can call at your earliest convenience. 

Terms & ConditionsAccessibility statement