Question

Cash received from Square and integrated in QBO is missing sales receipts

Forum|Forum|3 years ago
January 31, 2023
3 replies
14 views

Square integration creates Sales Receipts for Credit Card payment but not for Cash payments entered in Square

QuickBooks Online

A

AbegailS_

Level 6

Hi there, @Kkelly0601.

I'll give you some tips about handing you sales receipt transactions in QuickBooks Online (QBO).

The information we receive depends upon them what the Square allows. I suggest checking the settings and the mapping in your Square app.

If your cash payment still won't show, I suggest contacting the Technical Support Team of Square.

With their tools, one specialist can pull up your account information and determine why your transaction didn't sync as expected. Follow this link for the contact information: Connect Square with QuickBooks Online.

To learn more about managing and connecting Square to QBO, consider checking out these articles:

Also, I've attached a reference that allows you to view, create, and edit sales transactions: View sales transactions. It provides you with details about individual transactions to ensure everything is accurate.

Don't hesitate to post again if you have other concerns with QuickBooks application integration. I'm always around and happy to help.

K

Kkelly0601Author

QBO passed the buck to Square. As expected Square says it’s QBO problem. Same every time there’s an issue. Neither accepts responsibility or accountability

H

Haymes

I have the same issue intermittently. All of my Square items/sales/information is always correct. It seems that QBO is the issue. I am missing some cash sales (that usually show in my APP Transactions page). I usually just enter manually if they don't come through but I would like to figure out why this is happening. I also have a current issue that the credit sales (come through on the bank transaction side) is showing the incorrect amount and there isn't a match to it on the App Transaction side to match it to.

I am so frustrated with QBO at this point that this continues to happen. The only thing that is ever said is that we need to delete and reinstall or contact square. Square does not seem to be the issue.

Anyone have advice?

C

CoffeeShoponSquare

We have been having this same issue just in the past few weeks. Following this thread to hopefully find a resolution.

K

Klent

Level 8

Improving your experience with this integration is my top priority, CoffeeShoponSquare.

The Connect to Square app imports and groups sales transactions from all your locations into QuickBooks Online for easy reconciliation. By default, it automatically creates sales receipts and matching deposits for cash and credit card payments.

Cache-related issues can cause sync disruptions and unusual behaviors in QBO. Let's rule this out by unlinking and connecting to your Square account again using an incognito or private browser to refresh the connection. Here are the shortcut keys:

Mozilla Firefox: Ctrl + Shift + P
Google Chrome and Microsoft Edge: Ctrl + Shift + N
Safari: Command + Option + P

Please refer to these steps to disconnect and reestablish the integration.

Go to the Apps menu.
Select My Apps, and find the Connect to Square app.
Click the Action drop-down arrow, then choose Disconnect.
Complete the short questionnaire, then hit Disconnect.
After that, click Get app now and follow the on-screen instructions to complete the process.

If that works, go back to your main browser and then clear its cache and cookies to start over fresh. Switching to other supported web browsers can be a good alternative, too.

Finally, I recommend visiting our FAQ page to learn more about how the program works.

If you have any other concerns, please let me know by dropping a reply here or starting a new thread. I'll be glad to assist you in managing your transactions, books, and running reports.

H

Haymes

I am assuming, since our previous bookkeeper did this, that you have to make sure anything waiting to be categorized is done before deleting and reinstalling? The issue with this is the information that I have currently waiting to be categorized is incorrect and approving it will make a mess of the situation. There has to be another way. Having to delete and reinstall every few months does not sit well with me.

F

Freeman59

When credit card transactions are imported in QBO from Square, QBO automatically creates Sales Receipts. My problem is that the receipts are BACK DATED one month by default.

Square invoices are created automatically every month on the 15th. A card is on file and charged immediately.

However, when this is imported to QBO, the sales receipt created is dated for the prior month. So I have to manually change every transaction.

I've tried adjusting the "Sales Terms" in Global Settings to "Due on receipt" but that doesn't change anything. How can I adjust the setting so the Sales Receipt created is for the current month?

Thanks!

A

AbegailS_

Level 6

Hi there, @Freeman59. I'm here to point you in the right direction to resolve your issue about your sales receipt.

When importing data to QuickBooks Online, the program depends on the information your third-party application shares. As a result, any discrepancies or backdated receipts are likely a result of how the dates were set in Square.

To address this issue, I recommend contacting Square's customer support team for further assistance. They have access to your account details and can provide insights into why the receipts are backdated. They can also guide you on adjusting the dates in Square to ensure accurate import into QuickBooks Online.

I'm also sharing this article to learn more about the connection: Connect your Square account to QuickBooks Online.

I've added this article for your future task when you're ready to assess your business financials: How to Reconcile an Account in QuickBooks Online.

You're always welcome to get back to us here if you need anything else. We're here to help. Take care and stay safe.

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