Hello there, @ParkerBru.
You can sync your bank account and create a separate account if you have other transactions there aside from the Square transactions. If there's none, you don't need to connect your bank account.
If your Square and bank account is connected in QuickBooks Bank feeds, you can exclude the transactions in your bank account and delete them. This is done to avoid duplicate transactions especially if you've integrated your Square application to your QuickBooks company to download the invoices and payments.
You'll have to check the default accounts from Square if your setup is the same as the scenario I've mentioned above. If you're not able to see that in the Chart of Accounts, you'll need to create accounts to track your Square sales, expenses, and fees. I'll show you how to do that:
- Go to the Accounting menu and select Chart of Accounts.
- Click the New button.
- Enter the applicable details of the following:
- Account Type
- Detail Type
- Name
- Opening balance (optional)
- Select Save and Close.
I've added these articles to know more about the default account settings and how to manage the Square app:
I'll be here if you need further assistance. Feel free to tag my name in the comment section. Take care.
