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Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

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Jovychris_A
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It's not necessary to disconnect and reinstall Connect to Square, @GolfNut72. To ensure seamless data synchronization, start by turning off customer tracking, particularly important as you configure Square to sync totals.

 

Determining the placement of Sales Tax and Merchant Services is essential to uncover the client’s underlying liabilities and fees. Once this is correctly set up, you can then proceed to trigger the Sync button to ensure all configurations are properly applied. To ensure accuracy, verify that the entries in the client’s Square General Ledger accounts are accurately mirrored in QBO. You can then track them by following the specific steps listed in the Advanced section of the Square app’s settings in QuickBooks:

 

  1. From the Apps menu, go to Overview.
  2. Click the Kebab menu and then select Settings.
  3. Go to the Advanced section.
  4. Click the Pencil icon from Square merchant fees.
  5. Choose the account where you track the fees.
  6. Click Save and then hit Save.

 

Alternatively, you'll want to go to the Transactions menu in QBO. Then, from the App Transactions tab, click the Kebab menu to update any app settings, like Locations, Items, Customers, and Advanced.

 

After mapping your Square fees properly, you can go to the QBO's Chart of Accounts and run quick reports for an account you've recently chosen from the Square app settings' Advanced Square merchant fees. Also, check if you have added your Square General Ledger accounts in QBO. If you're not seeing them, create them. Please follow these steps on how to run income/expense quick reports:

 

  1. In QBO, click the Gear/Settings icon.
  2. Choose Chart of accounts and then from the Filter by name Search box, type the name of the account.
  3. Find the account in question and hit Run report.

 

Otherwise, you can contact the Connect to Square app to know how their app data synchronizes with QuickBooks. They might have specific setups that can help integrate the accounts properly in QBO or setups that might not work with what I have shared with Connect to Square.

 

Additionally, to run your financial data like viewing your profit and loss, sales, and balance sheet data, feel free to visit this article for a comprehensive overview: Run a report in QuickBooks Online.

 

If you have further questions about connecting Square apps or any transaction-related queries, please feel free to ask them here.

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