How it works
- You need to ensure that a product or service item is created in QuickBooks Online if you wish to change any mapping in the Square + QuickBooks Online integration settings.
- The integration is syncing an invoice to record the sales data from your POS/eCommerce app. A QuickBooks Online invoice requires a product or service item on each line item. Hence, you need to associate the accounts you want to use for integration mapping to product or service items.
Add an account to your chart of accounts
You need to have the account ready before adding a product or service item. You may follow this guide if the account you wish to map in the integration settings is not yet created in QBO.
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Go to Settings
and select Chart of Accounts. -
Select New to create a new account.
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In the Account Type ▼ dropdown, choose an account type.
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In the Detail Type ▼ dropdown, select the detail type that best fits the transactions you want to track.
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Give your new account a name and add a description.
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When you’re done, select Save and Close.
Add product or service items to Quickbooks Online
You may also follow the guide on the QuickBooks site.
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Go to Sales, then select Products & services.
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Select New and select Non-inventory or Service.
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Enter a Name for the product or service.
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In the Detail Type ▼ dropdown, select the detail type that best fits the transactions you want to track.
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Select the Income account ▼ dropdown and the account you want to use to track the sale. You can also select other account types if you are trying to create an item for the payment clearing accounts.
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When you’re done, click Save and Close.