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JenoP
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Thanks for checking this out in the Community! Let me answer your question about connecting bank accounts, Gwin50.

 

At the moment, you can only connect the main Square account in QuickBooks Online. However, you can set up the savings account in the program. Then, manually import the transactions as a CSV file to make sure everything is recorded. 

 

Here's how:

 

  1. Go to your Chart of Accounts and click New.
  2. Select Bank for Account Type and Savings in the Detail Type section.
  3. Enter all other required information.
  4. Choose Save and close once finished.

 

new bank.PNG

 

Once done, import the transactions as a CSV file. Here's how:

 

  1. Go to the Banking or Transactions menu and go straight to the Banking tab.
  2. Select Upload transactions and choose Select files.
  3. Look for the CSV file and choose Open.
  4. Click Continue and look for the savings account that you created.
  5. Choose Continue and select a format.
  6. Follow the next prompts to import the file.

 

import csv.PNG

 

Additional details are also shared in this article: Manually Upload Transactions Into QuickBooks Online.

 

After importing the transactions, you can either use the Add function to save them to your bank register. 

 

add.PNG


You can post reply to let me know if that let you add your transactions from Square Savings into QBO. We're always here to help if you have other questions for us.

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