MadelynC
Moderator

Other questions

I’ve got some information to share with you about QuickBooks and Square app integration, @thatsarachick.


When importing data to QuickBooks Online, the program depends on the information shared by your third-party application. This means QuickBooks depends on what details Square shares.

 

You’ll want to check your integration preferences. This way, transactions download the way you want them to be. Please know that QuickBooks can't import details from Square banking products, including checking account purchases and loan payments. The app doesn’t import money out transactions from a Square Card. To add these transactions to your books, you can download them in a CSV file from Square and upload the file to QuickBooks.


You can use these resources to learn how the app works with QuickBooks:

 


If the same things happen, you may consider contacting our support again. They can help you match these entries successfully. 


Here’s how:

 

  1. Log in to your QuickBooks Online company.
  2. Select the Help (?) menu.
  3. In the Assistant window, type in “Talk to a human” in the field.
  4. Enter your brief concern then go to the Contact option.
  5. Choose a way to connect with us:
    • Start a chat with a support expert.
    • Get a callback from the next available expert.


Once everything is good, you can reconcile your account to ensure the amounts match your actual bank statements. The article includes steps to modify completed reconciliations and fixes.


Keep me posted if you need additional assistance in managing your transactions. The Community always has your back. Take care!