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August 18, 2023
Question

I have Square connected to my Quickbooks Online. My App Transactions have started to come in as individual transactions instead of a summary. Is there any fix to this?

  • August 18, 2023
  • 1 reply
  • 6 views
I've checked and my app settings are set to summary transactions. I've tried disconnecting and reconnecting to Square multiple times, but my transactions still come over as individual transactions each time.

1 reply

Moderator
August 18, 2023

Good day, @blossombird. I'd be glad to share some steps to help address the issue with your Square transactions.

 

How transactions are being downloaded in QuickBooks depends on your financial service platform. It's possible that there is an issue with Square and might be the reason why your transactions comes in as individually instead of a summary even after updating your app's settings.

 

To address this, I recommend reaching out to their phone support. They have the expertise to guide you toward an appropriate solution and ensure your transactions are downloaded correctly into QuickBooks.

 

In the meantime, I'd suggest manually enter sales your transactions into QuickBooks Online and excluding the incorrect ones in the App transactions menu.

 

Once they're are updated in QuickBooks, the next step is to match and categorize them. The transactions go into your accounts after you review them.


Know that I'm always here if you have any additional QuickBooks-related concerns or need help accomplishing business-related tasks inside the program. Feel free to mention my name in the comment section below. I'll make sure to get back to you right away. Stay safe, and have a good one!