Let me help you include the customer's name in syncing your Square to QuickBooks Online (QBO), SUVCW.
Please note that the customer won't be included if the option you choose upon setting up your Square account is Record Sales Summary. Let's make sure to select Record sales individually to include the customer's name. Let me show the two ways to fix this.
First, check if the transactions are shown as a Summary transaction under the Transaction view in your Square app settings by going to Transaction menu, then App transaction. Select Square, then select Gear icon beside the Squarelabel. Tap Location tab to view. If confirmed, you need to disconnect and then reconnect the Square app.
If you've already selected the Record sales individually, the customer name is still not included. Turn on the Customer tracking feature in the Square app settings.
Here's how:
Go to Transactions, then App transactions.
Select the Square app, then select the Gear icon beside the Square label.
Go to the Locations tab, pick a location, and click Edit.
Select By customer name from the Customer tracking drop-down menu.
Hit Save, then select Save again.
After these steps, you can check this article to help review the automatically downloaded transaction in the bank transaction: Categorize online bank transactions.
I appreciate your time working on these steps. Let us know if you have other questions about data syncing. I'm always here ready to help. Have a good day ahead.
I did what was suggested. The settings were already correct, but I redid them anyway. Square customers are still not transferring to QB, I still have to enter the name on each sales transaction.
We're looking into this situation to assist in fixing it. As I've checked our records, no similar cases have been reported. I recommend contacting our technical support team. They have the tools to pull up your account and conduct a thorough investigation for both connections in a secure environment.
Put a brief description of your concern, then choose ways to reach us through Start chat or Get a callback.
Our customer support hours are Monday-Friday, 6 AM to 6 PM PT, and Saturday, 6 AM to 3 PM PT.
Once this gets fixed, you can refer to this article to assist you further in categorizing the automatically downloaded transactions in your bank: Categorize online bank transactions.
Let me know if there are any further questions about syncing your transaction. We'll do our best to assist you promptly. Take care.
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