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G
GolfNut72
New Member
June 25, 2025
Question

Cleaning up after removing the Square Application

  • June 25, 2025
  • 1 reply
  • 11 views

I installed the Square Connector, but I made some mistakes or haven't figured out how to use it properly.  I uninstalled it, but it left three accounts with a few dollars in them that I'm not sure what the best practice is to remove.

 

The accounts it left are Square Sales, Square Service Chg, and Square fees

 

In Square Sales, it left 2 Sales Receipts of $30 each.  How do I remove those Receipts?  My client does not track individual customers.  I have been making entries based on the bank feed, and I split the entries into the appropriate categories: Direct Sales, Sales Tax Payable, and Merchant Service Fees.

 

I need to back those entries out so the accounts will be zeroed out and I can make them inactive.

 

Thanks

Elliot

 

 

 

1 reply

M
mv32
Level 8
June 25, 2025

To clean up the two sales receipts, @GolfNut72, run a report for Square Sales to check if they are recorded in your books. Delete them if they are not, and if they are, use a journal entry to move them.

 

Here’s how to generate a report for your Square Sales, as well as for other accounts that need to be zeroed out:

 

  1. Go to the Gear/Settings icon on the upper right.
  2. Select Chart of accounts.
  3. From the Search field, type Square Sales.
  4. Hit Run report from the Action column.
  5. Update the Report period to All Dates.
  6. Click the Sales Receipt.
  7. Choose More and select Delete.
  8. Hit Delete.

     

If the sales receipts are recorded correctly, I suggest using a journal entry to reclassify them to another account, ensuring the balances for Square Sales and any related accounts are zero. Once all is good, you can proceed to make the account inactive.

 

In case you want to reinstall your Square Connector app, you can check their app Overview and FAQs to learn more or give feedback: Square Connector by QuickBooks.

 

You can also generate a financial report like Profit and Loss and Balance Sheet to view a detailed breakdown of business performance.

 

Please feel free to comment if you need more assistance removing any records.

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