I appreciate you getting back here in the thread, @dpsm64. There's an update on connecting your Square account with QuickBooks Online (QBO), and I'll drop them down to give you insights while keeping your transactions accurate in the program.
Intuit is introducing a new integration with Square called Square Connector by QuickBooks. Please be aware that the previous Connect to Square application has been sunsetted and that you can no longer transfer or sync transactions from one program to another. Although the new application is currently in Beta, our engineers are making continuous improvements, and you can participate in the future to experience the latest Square Connector app.
Instead of using the automated Sales Tax option, you'll want to manually place a checkmark on your monthly receipts from Square app to correct the sales tax. By doing so, you can ensure the accuracy of the recordings. These are the steps:
- Access your QuickBooks Online and create your tax codes.
- Locate and open the square receipts.
- Select the Edit ✎ option.
- Tick the box beside Tax entry.
- Change the tax amount as needed. You can refer to the records you have in your Square account to ensure you're adding the correct amount.
- When you're ready, click Done to save your changes.
In addition, once you're through with categorizing the transactions and reconciling the accounts. You can visit this page to help you print reconciliation: How do I view, print, or export a reconciliation report?
The Community space is always open if you have further questions about square transactions or handling transactions in QuickBooks. Rest assured, I'll be around to lend you a hand in resolving your inquiries. Keep safe.
