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MadelynC
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It'd be my pleasure to help, @thedaisycollective.


All sales recorded within Square are brought over to QuickBooks. Bank deposit and transaction fees charged by Square are also automatically imported. You’ll need to identify where that income from Squares deposited to.


If you have a Square Bank account where the income is placed, you can create a bank transfer from the Square to your Business account to match the deposits. 


On the other hand, if you’re using the Undeposited Funds, you’ll need to create a bank deposit in QuickBooks and select those sales payments for matching. Let me show you how:

 

  1. Go to the +New button.
  2. Choose Bank deposit.
    Capture.PNG
  3. Select the said payments. 
  4. Press Save and close
    Capture.PNG

 

In case you need more tips and information on how to manage your business finances. We have available webinars to help you understand our product features, functions and benefits of QuickBooks.

 

I’m always here to help if you have any other concerns or follow-up questions with your sales transactions. I'll get back to you as soon as I can. Take care.

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