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August 24, 2025
Question

The new square connector app, eliminated my summary sales receipts and now sends individual transactions. Is anyone else having an issue with this?

  • August 24, 2025
  • 2 replies
  • 43 views

I can not review hundreds of individual transactions each day. This never used to come through like this!

2 replies

August 24, 2025

I understand that the new Square Connector app is behaving differently and now syncing individual transactions rather than the summary sales receipts you're used to. Let me clarify how Square payouts work and why you're seeing this change, cbordo.

 

A Square payout is the total transfer of money from your Square account to your bank account for a specific period of sales activity. Here's how it works:
 

  • Square collects money from all the sales you've processed during that period, like a business day.
  • At the end of the period, Square transfers the lump sum amount, net of fees, adjustments, or holds, directly to your bank account as a single payout.
  • In the Square, these payouts are reflected in QuickBooks.

 

The Square Connector app syncs data from Square to QuickBooks, bringing over sales information from your Square account. However, its current behavior focuses on syncing individual transactions to provide detailed sales data for reporting, inventory tracking, and reconciliation, catering to businesses that need transaction-level insights, such as payment methods or product performance.

 

For additional guidance, here's a helpful article that explains how to review and add payouts to your books after connecting your Square Connector app: Review and add payouts to your books.

 

The Community is always here if you need further assistance or have concerns in QuickBooks.

August 25, 2025

I need to revert back to summaries by location to match to our deposits. We have hundreds of individual transactions a day. 

QuickBooks Team
August 25, 2025

Hi, there. Cbordo. I understand how important this feature is for you to match your deposits. The new connector app replaced the old integration and no longer offers the summary view.
 

For now, you can use the bulk-match feature to speed up the process. This lets you confirm multiple transactions at once. 

  1. Select the Square tile, then the For review tab.
  2. Select the check boxes ☑︎ for any transactions you’d like to add to your books.
  3. A pop-up asks you to Confirm or Exclude the selected transactions. Select Confirm to move all of the selected transactions to the Reviewed tab.

 

Take note that you need to review some transactions individually if they have an alert under the Actions column.

Also, make sure you confirm Payment received transactions and Payout transactions separately and don't select them at the same time.

 

If you have questions, feel free to ask in the comments.

September 18, 2025

Same issue! Did this get resolved. The problem I am having is the app activity will post but QB can’t find them all when trying to match them. I think because it’s one cash deposit it is trying to find. If QB could open the filter up on the back end to find these transactions that might solve the problem otherwise we are stuck dead in the water. 

QuickBooks Team
September 19, 2025

I appreciate the effort you're putting into matching your Square transactions with QuickBooks, @MMors6189. Let me share some tips that might help you locate these transactions.

 

To begin, ensure to adjust the date range in QuickBooks to All Dates. This ensures that no transactions are overlooked. Double-check that you're using the correct Account and entering the exact Amount when applying filters. Small discrepancies can affect visibility.

 

You can also pull up specific reports in QuickBooks for a clearer overview. This will help you pinpoint missing transactions.

 

If you've located the transactions but are unable to match them, I recommend contacting our Live Support Team. They have the tools and expertise to dive deeper and uncover what's preventing the transactions to show up when trying to match them.

 

Here's how:

 

  1. Select Help (?) icon at the top.
  2. Proceed to the Search tab to activate the Contact Us button.
  3. Click on Contact Us.
  4. Type your concern in box and hit Continue.
  5. You can choose to chat with a live expert or have them call you back.

 

Please know that for Plus, Essentials, and Simple Start subscribers, support is available Monday through Friday from 6 AM to 6 PM PT and on Saturday from 6 AM to 3 PM PT. Advanced subscribers can contact support at any time and on any day.

Feel free to reach out if you need additional support while working through this.