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How to Import and Export Square Data to QuickBooks?

Square is point-of-sale software just like QuickBooks POS, it is designed to provide a fast POS system and related services […]


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Square is point-of-sale software just like QuickBooks POS, it is designed to provide a fast POS system and related services to its clients. It is compatible with Android as well as iOS devices. Price-wise Square would charge 2.75% per card swipe for the payments and for retail businesses it charges $60 / location/month +2.5% charge+$0.10 per swipe. So, in case you are using the square POS app and QuickBooks accounting software, you would want to Import Square into QuickBooks Desktop, sales transactions, and other data to the QuickBooks desktop.

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How to Import Data from Square POS to QuickBooks Desktop

The process has two steps:

Downloading the Data from Square POS

  1. First, go to the square account on your computer.
  2. Now select sales from the left menu and click on the transactions tab.
  3. Now click on the transactions that you wish to export.
  4. Click on the Export option in this last step and choose Transactions CSV.

Import Data into QuickBooks from Square POS App

  1. Open QuickBooks on your computer and click on File and then import.
  2. Now click on Transactions and then choose Sales receipts.
  3. Now click on Import from Square icon from the Import sales receipt screen.
  4. Now choose the file that you exported from the square and choose the bank account associated with the Square account, select the tax rate of the transactions. You need to ensure that tax rates set up in a square match with QuickBooks.
  5. In the last step, click on OK and then import. The sales data from the square app will be imported to QuickBooks

How to Export from Square POS to QuickBooks?

  1. Sign in to your QuickBooks Online, and select My Apps.
  2. Select Settings under Sync with Square.
  3. Select Run next to Manual Import.
  4. Select a date range for the transactions you need to import. But don’t select dates you already have transactions for.
  5. Select Run.

How Can Square Payroll Be Imported Into Quickbooks Desktop?

  1. Begin by opening QuickBooks Desktop and selecting the Square Payroll file.
  2. Then you have to select the Utilities button.
  3. Select the Import option from the drop-menu options.
  4. Press the next button after selecting the file you want to import.
  5. Follow the instructions that are displayed on the screen until the software is done.
  6. Once it is finished, click the Ok button that appears on your screen, and the process is complete.

How Can Square Payroll Be Imported Into Quickbooks Online?

  1. Open the QuickBooks Company file first.
  2. Then you have to find and select the Import Utility.
  3. Next, you must select the square payroll.
  4. Select Import from the drop-menu options by clicking on it.
  5. Now you have to click the OK button one more.
  6. The process will require some time. Wait for the confirmation message to display before continuing.
  7. Click the Finish button to exit the program once it pops up.

How can you Export Square Payroll from QuickBooks Desktop?

  1. Firstly, you have to open Account Settings.
  2. To the QuickBooks section, you have to select the Set up in the export.
  3. Then to export the square payroll, click the place, file, or location that you need.
  4. Once you have made your choice, follow the important instructions for making your account selections.
  5. Account names should only contain consecutive characters and numbers. If you want to efficiently export from Intuit Full Service Square Payroll, you need to get rid of any uncommon characters that are listed in your account names in QuickBooks.
  6. Use a comma to separate the classification name from the subcategory if you use subcategories or subaccounts, like in Payroll: Gross Wages.
  7. Make that there is no space before or after the colon.
  8. Don’t put the account number in the account name if you use account numbers in QuickBooks.
  9. Enter a resource account if you are using a loan or representational advance derivation.
  10. If it’s not too much bother, ask Payroll Support to enable this functionality for you if you use Cost of Goods Sold accounts for business ledgers.
  11. The available planning options are displayed in the following arrangement of screens: Accounts for paying expenses, the bank account, and any other accounts
  12. Once you have reached the Review screen, check the exactness of your planned accounts before clicking Finish.

How can you Export Square Payroll from QuickBooks Online?

  1. Open the Setup first.
  2. Select Preferences in the Payroll and Services segment.
  3. Then as your accounting programming, you have to select Square Payroll and then click Continue.
  4. Enter all necessary information in the Checking Account field exactly as it appears in your QuickBooks Chart of Accounts.
  5. Select OK, and QuickBooks will automatically create the default accounts indicated.
  6. In any case, you have to select the customize option to enter the account names exactly as they appear in your QuickBooks if you already have accounts set up specifically for Square Payroll Exchanges.
  7. Read the help themes next to each field while entering accounts to choose the appropriate account type. A business ledger should typically be entered for the wage and tax categories.
  8. Enter the comparing QuickBooks Liability account for the liability accounts.
  9. To get payroll information when using a loan or worker advance derivation, you have to enter a resource account.
  10. If you use different accounts for different groups of employees, choose that option in the compensation/charge classification section to add QuickBooks accounts for each employee.
  11. Choose that option in the pay/charge classification field to enter QuickBooks accounts for each pay type and cost type if you use different accounts for different kinds of wages/charges.
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Frequently Asked Questions (Faqs)

If I am using Square POS, do I need to Create Separate Transactions in QuickBooks as well?

No, QuickBooks has the functionality to sync with the square app. You can import your sales transaction data easily with the help of the steps mentioned in the above article.

Will I be able to Sync the Square Fees in QuickBooks?

Yes, you can do so by clicking on Accounting from the left panel and then clicking on Chart of Accounts, now you need to select the account under which you are posting the square fees entry and click Run report. Now you can go to the imported record by clicking on any of the square fees.

How are the Transactions Imported?

Every day, all sales recorded inside Square are brought over to QuickBooks as an invoice, with the pertinent details including item name and quantity sold, shipping charges, discounts, and taxes.

Is It Possible to Import Your Square Transactions in QuickBooks Desktop?

You can import your Square transactions using Commerce Sync if you are using QuickBooks Desktop.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

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Accountant Basic

*See our Pricing for up to 10 Company Files.

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Accountant Pro

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Accountant Premium

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Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

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Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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