How to Import Square into QuickBooks Desktop?

by James Antonio

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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 sales transactions and other data to the QuickBooks desktop.

Process Steps to Import Sales Transactions from Square POS to QuickBooks Desktop

The process has two steps:

  1. Downloading the data from square POS
  2. Import of the sales data into QuickBooks

Downloading the Data from Square POS

Step 1. First, go to the square account on your computer.

Step 2. Now select sales from the left menu and click on the transactions tab.

Step 3. Now click on the transactions that you wish to export.

Step 4. Click on the Export option in this last step and choose Transactions CSV.

Import of Sales Data into QuickBooks from Square POS App

Step 1. Open QuickBooks on your computer and click on File and then import.

Step 2. Now click on Transactions and then choose Sales receipts.

Step 3. Now click on Import from Square icon from the Import sales receipt screen.

Step 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.

Step 5. In the last step, click on OK and then import. The sales data from the square app will be imported to QuickBooks.

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

No, QuickBooks has 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.

Does QuickBooks offer POS applications?

Yes, apart from the sync functionality with the Square app, QuickBooks itself has a QuickBooks POS software that can be completely used in integration with your QuickBooks accounting software.

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

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

What is the cost of QuickBooks POS software?

QuickBooks POS application charges a one-time fee for its desktop version with multiple variants like Basic, Pro, and Multi-store. You can get the Basic version for $960; it will help in accepting payment, checking customer records, see sales report, and integrating with QuickBooks accounting app.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Exports

Deletes

Customization

How Dancing Numbers Will Help You

 

Dancing Numbers is SaaS-based software that can easily be integrated with your QuickBooks account. You can import, export, and delete lists or transactions from your company file. Using Dancing Numbers you can simplify and automate the process, saving time and increasing productivity. Just fill in a few fields and apply the relevant features to complete the task.

It saves your time and money that you can invest in your business. It has no human errors, works automatically, provides a user-friendly interface (easy to use and learn), and more. You can also have access to the comprehensive features set if you use it to import, export, and delete services.

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

Devices Supported

  • Windows

Deployment

  • On Premise

Language Support

  • English

Pricing Model

  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete
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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies
Sign Up

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies
Sign Up

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies
Sign Up

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.

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The Bulk Import, Export, and Deletion can be performed with just an easy single-click. We offer a simplified process that assures you that you will be able to focus on your core work.

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