How to match Square transactions in QuickBooks Online
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- čas přidán 9. 06. 2022
- How to match transactions coming from Square integration into your bank account. Detail information on how to locate each transactions and match it in banking avoiding duplication.
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How to integrate Square into QuickBooks online tutorial:
/ @claudiaxperts
Thanks for your video it was helpful.
That video in the right hand corner is getting on my nerves. Its blocking key items!
look at where you video window is sitting- blocking the screen view of the information in quickbooks you are talking about
Hey Ms. Claudia,
Thank you! Very helping information.
Hey Claudia, I've been reading the reviews on "Connect to Square" on the QBO website. Overwhelmingly, the new app is poorly rated and people hate the change. You seem to have found the Niche on CZcams posting videos specifically about Square. For someone like myself getting up to speed on Square, have you thought about a video that compares Sync to Square app vs Connect to Square app and the major changes comparing the two. It seems from the reviews that people are frustrated on how the app operates but some just love it. Just a thought. Thank you for your videos on Square.
Help full great...👍
How do you get QB to quit thinking every transaction from Square is a new vendor, because of the date they add in the vendor name line? I'm not doing something right.
Hey Ms. Claudia, why are some Square transactions Matched and others Added as a Deposit to the check register? I like the fact the deposit is split showing the difference between the Square amount and fees.
Thanks…. Also we couldn’t see much of it becaus the video was blocking whatever it was you were clicking . Is there another one. ?
Where are the instructions/ where the link on how to do tracking? And how to add in lump sum?
Hey Claudia, with the recent updates from Square, does the integration automatically create the accounts like Square Bank or Square Fees in COA, or do you have to set them up manually? I missed that in your videos if you covered it. Thank you!!!!!
Hi Ms. Claudia, I'm reaching out to you again. My Square-Mobile transactions in the Banking/App Transactions tab are being categorized to Miscellaneous (according to the Category or Match column heading). When I click on a transaction to view the details, it shows "Square Item" under Sales details. In the Accounting/Chart of Accounts for Square Item it shows it is an Income account, but does not show how it is categorized. Do you know why my transactions are being categorized to Miscellaneous and how do I correct it so it is going to the right account and what should it be? I'm assuming a mixture of Sales, square fees, taxes, etc. Thank you for your help!
Hey Claudia! thank you so much for your video!
Hi Claudia,
When I manually entered the reports from square to quickbooks desktop I added service charges (3% of total taxed items) but with Quickbooks online, how can I add this service charge as it is not on the banking app transactions?