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. Learn about Square QuickBooks Integration.

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.

Save Time, Reduce Errors, and Improve Accuracy

Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Desktop. Utilize import, export, and delete services of Dancing Numbers software.

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.

Square QuickBooks Integration Features/Advantages

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

Accounting Professionals, CPA, Enterprises, Owners

Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number 1800-689-5491 or chat with experts.


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.
Step 5: 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

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

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.

Error Free

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

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

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

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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

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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

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.

Get Support

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.

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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