Thank you for your reply. The CRM integration is working correctly, just has limitations. I have to manually re-categorize tips from services to tips so they go to the correct account. I have to manually ensure the sales tax rate is correct for the customer’s address and not mine. I have to manually match sales and enter merchant service fees because (hypothetical numbers) if a customer pays $100 through my CRM, Square takes their cut, so only $90 shows up. That’s a lot of manual work and opportunities for error. I refuse to believe “this is the way it is”.
