We are excited to announce that our partnership with Square and the integration of Square transactions into QuickBooks is here!
When you connect your Square and QuickBooks accounts, you’ll be able to easily import your daily Square sales into QuickBooks. Once you’ve imported the transactions, you can see your sales, refunds, tax, tips, and discounts in your chart of accounts or view an individual day’s transactions by opening the imported sales receipts or checks.
If you use QuickBooks Online, currently the only way to integrate Square is to add it as a "Bank" to your Banking Center. Please see Connecting Your Bank Accounts to Download Transactions in QuickBooks Online for information on how to do this.
The Square integration is available for $3.99 annually, with a 30 day free trial, in the 2013 and later versions of QuickBooks Desktop (for Windows Editions only, QuickBooks POS and QuickBooks for Mac is not currently supported at this time). If you are interested in integrating with Square, and you do NOT have one of these versions, please update to the most recent version of QuickBooks first.
*NOTE: For both years detailed below, please ensure you have the left navigation bar enabled. Go to your "View" menu in QuickBooks, and select "Left Icon Bar..."
If you use the 2014 or later version of QuickBooks Desktop: Please sign in as the ADMIN user of the company file, then proceed with the steps below.
If you use the 2013 version of QuickBooks Desktop:
Then follow these steps:
After importing your Square transactions, you will see them recorded in QuickBooks.
For QuickBooks Desktop users, you can find additional articles by typing “Square integration” into the search tool at the top right of this dialogue. If you have questions regarding integrating your QuickBooks and Square accounts you can call us at 1-800-450-8475.
If you use QuickBooks Online, currently the only way to integrate Square is to add it as a "Bank" to your Banking Center. Please see Connecting Your Bank Accounts to Download Transactions in QuickBooks Online for information on how to do this. Additionally, You can post questions to our QuickBooks Community and or call us at 1-800-871-3334.