I admire you for sharing the details of your issue with us, @solseeker.
Allow me to impart some insights and get you back on the right track.
Connecting your Square to QuickBooks Online (QBO) automatically downloads your transactions. The system imports them as invoices and payments. All you have to do is to review and ensure it matches your record.
Since its downloading duplicates, I suggest deleting them to avoid doubling your income. Let me guide you how:
- Go to the Banking or Transactions menu.
- Select the Banking tab and select your Square account.
- Click the For review tab and select the checkbox of the transactions you want to exclude.
- Select Exclude.
- Repeat the process for the other transactions.
You can also check this article for more details: Exclude a bank transaction you downloaded into QuickBooks Online.
I also recommend checking with your accountant to prevent messing up your records. In case you've recorded the transactions in your QBO, you'll want to match them to avoid any discrepancies.
Also, QBO is dependent on the information provided by your bank. I propose reaching out to Square support team and check if there's any way to prevent uploading the same transactions. Let me also add this link that can help ensure your accounts are well matched: Reconcile an account in QuickBooks Online.
In case you need more help matching your Square transactions, feel ease to tag me in response. I'll be around ready to back up! Have a good one!
