Square QuickBooks Integration: How to Connect Your QuickBooks Online to Square

by James Antonio

Integrating QuickBooks with Square is very easy and is just a few clicks away. It lets you synchronize Square data with QuickBooks Online.

Also, it synchronizes Square Customers, Payouts, Sales, Taxes, Fees, etc., with your QuickBooks Online, keeping books accurate and precise is easy without manual data entry annoyances.

You can import expenses and sales from your Square payments, view historical data, sync Square Payroll Reports, etc.

Steps for Integrating QuickBooks Online and Square

Follow the mention steps to connect QuickBooks online to Square

Total Time: 25 minutes

Step 1: Set up QuickBooks

First of all setup your QuickBooks Account.

Step 2: Connect your Bank Account

Now, connect your Bank Account. Create new accounts in QuickBooks, if you haven’t previously.

Step 3: Sync with Square

Go to Sync with Square landing page on the App Centre. Now, select Get App Now.

Step 4: Intuit and Sync with Square

A pop up will emerge to authorize your data sharing between Intuit and Sync with Square. Now, select Authorize.

Step 5: Login with Square Credentials

Sign in using your Square credentials, and if you do not have a Square account, select Sign up.

Step 6: Change Settings on Import Square Transactions Page

From the Import Square Transactions Page, you can open transactions, import, or change settings. Select Settings to change the accounts you would like to be affected by this import at the bottom of the page.

QuickBooks Online views for the last day you processed transactions. It will provide you a day’s worth of transactions so you can test drive the imports.

If you have not processed anything in over 15 days, you will not see transactions till the day you process a transaction using your Square account.

QuickBooks and Square Integration Features/Advantages

  1. No further manual data entry. Sales, taxes, tips, fees, and discounts are imported into QuickBooks accounts overnight.
  2. Automatically update your inventory when you add stock to your QuickBooks.
  3. Automatically update your inventory in QuickBooks with each Square sale.
  4. You can record your Square related fees as a separate bill transaction.
  5. You can handle refunds & cancellations and create credit memos against the original sale for accurate transaction-level accounting.
  6. You can update prices once in QuickBooks and use automated rules to keep prices updated on your Square.
  7. Map sales tax to particular items in QuickBooks for proper sales tax filing.
  8. It allows multi-user with customized permissions.
  9. It lets you easily handle products between QuickBooks and your Square store.
  10. Significant customization are also available off-the-shelf.

Frequently Asked Questions

How can I Export from Square to QuickBooks?

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

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.

How do I Enter a Square Payment in QuickBooks?

Step 1: Open the invoice and click on the Receive Payment button.
Step 2: Now enter the payment date and the payment method.
Step 3: Select Undeposited Funds in the Deposit to the field.
Step 4: Now, click Save and close.
Step 5: Click the + New button and choose Bank deposit.
Step 6: Now, select the bank account in the Account field and enter the Date.

How do I Reconcile my Square in QuickBooks?

Step 1: Create an invoice for the customer.
Step 2: Now, click on the receive payment button.
Step 3: Then go in and add an expense that matches the fees in Square.
Step 4: Next, match the transaction for the deposit and create a “transfer.”

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

img

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

img

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

img

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

img

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

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.

Get Support

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.

Are you worried about losing your time with error-prone software? Worry no more. Our error-free add-on lets you focus on your work and boost your productivity rate to a considerable extent.

Most Recent Updates

Top