Glad to have you join this thread, Ccsbk and Pdlasiter. Let me direct you to our specialized Live Support Team to have your query addressed and ensure timely assistance in managing customers from Square to QuickBooks.
In QuickBooks Online (QBO), the program depends on the information synced from your Square account. Let's first review and verify how you've set up customer details and transactions in the app to ensure these data are correctly mapped to QuickBooks.
With that, please make sure to select Record Sales individually when setting up your Square account to ensure the customer's name is synced with the online program. You can refer to the insights shared by MichaelaS above for additional guidance.
Since the issue persists even after troubleshooting your browser, it's best to contact our support team to conduct further investigation of your query. Here's how:
- Navigate to the Help icon.
- Go to the Search tab and select Contact Us.
- Choose a topic to connect you with the right expert.
- Then, select either to Chat with us or Have us call you.
To ensure you get on hold with our representatives on time, I've added our support hours so you can set an available time to reach them out.
Furthermore, I'm sharing these references to help you review customer transactions and your overall financial accounts:
Managing your customer information and transactions is crucial for streamlining financial processes in your account, Ccsbk and Pdlasiter. Please let us know in the comments below for any additional questions. We'll be around to help.
