This integration is available for Square customers globally.
Overview
Connect Square and QuickBooks Online to start syncing your daily sales transactions.
- Sales
- On a daily basis, the integration will sync a summary of your previous day’s sales data from Square into QuickBooks Online generating an invoice.
- You can customise your preferred sales summary view by choosing from a wide array of formats.
- Capture all payment transactions including gift cards, tips, tax and Square fees.
- Easily reconcile Square sales and payments in QuickBooks Online.
Before you start
- Sign up for a Square account and a QuickBooks Online account (if you haven’t already).
How to setup the integration
- Sign in or sign up on the Amaka dashboard to get started.
- Click the New Integration button and select Square + QuickBooks from the integrations list to commence the setup.
- Sign in to your Square account by clicking the Connect new account button underneath the Square logo. Follow the guided authentication process to grant all relevant permissions.
- Authenticate your QuickBooks account following the same procedure, then click Save + Continue.
- Follow the wizard to choose your preferred setup method, invoice breakdown, invoice format, mapping and scheduler options to complete the setup of the integration.
- Click Save + Continue to finish and activate the integration.
If you have selected today’s date as your scheduled sync start date, your transactions will not appear in QuickBooks Online until tomorrow.
If you need asssistance, you can close the wizard at any time and schedule a support session with one of our integration experts or contact your trusted accountant/bookkeeper for support. The integration will be saved as a DRAFT automatically.
Setup methods
Express setup
Every day, an invoice with your daily sales summary will be created into QuickBooks Online.The integration will automatically map sales and payments from Square into QuickBooks Online by creating the following default accounts:
Default accounts mappingOrder components mapping
| Order components | Default mappings | Valid account types |
|---|---|---|
| Sales | Square Sales | Income/Other Income |
| Discounts | Square Discounts | Income/Other Income |
| Shipping / Delivery Fee Revenue | Square Shipping / Delivery Fee Revenue | Income/Other Income |
| Shipping / Delivery Fee Revenue Discounts | Square Discounts | Income/Other Income |
| Service Charges | Square Service Charges | Income/Other Income |
| Surcharges | Square Surcharges | Income/Other Income |
| Tips | Square Tips | Other Current Liabilities |
| Square Gift Cards | Square Gift Cards | Other Current Liabilities |
| Adjustments | Square Sales | Income/Other Income |
Payout components mapping
| Payout components | Preset mappings | Valid account types |
|---|---|---|
| Square Fees | Square Fees | Expense/Other Expense |
| Third Party Fees | Square Third Party Fees | Expense/Other Expense |
| Square Balance Adjustments | Square Square Balance Adjustments | |
| Chargebacks | Square Chargebacks | Expense/Other Expenes |
| Square Held Funds | Square Held Funds | Other Current Asset |
| Square Loan Payments | Square Loan Payments | Other Current Liabilities |
| Square Redemption Code Income | Square Redemption Code Income | Income/Other Income |
Payment types mapping
| Payment types | Preset mappings | Valid account types |
|---|---|---|
| Card payments | Square Balance | Mapping is disabled* |
| Wallet | Square Balance | Mapping is disabled* |
| AfterPay | Square Balance | Mapping is disabled* |
| ACH Payments | Square Balance | Mapping is disabled* |
| Cash | Square Cash Clearing | Other Current Asset |
| Square Gift Card | Square Gift Card | Other Current Liability/Other Liability |
| Exchange Credit | Square Exchange Credit | Other Current Liability/Other Liability |
| Third Party Cards | Square Other Payment Clearing | Other Current Asset |
| Other Payment Tyoes | Square Other Payment Clearing | Other Current Asset |
Advanced setup
The advanced setup will allow you to choose your own custom mapping and browse advanced settings.Recommended for professional bookkeepers and accountants.
Guided setup
Schedule a call with one of our integration experts that will guide you through the setup. Schedule a call nowFAQ
Square + QuickBooks Online integration is currently available for Square customers globally.
You can choose our 100% free plan or unlock advanced features by subscribing to our paid Premium plan. Learn more by browsing our pricing page
Of course! If you would like to request a walkthrough or discuss the capabilities of the integration in more detail, you may schedule a support session with one of our integration experts.
Go to the Business Tab in QuickBooks Online and select Bills to Pay. Square Fees sync when Square deposits the payments to your bank account. Bills related to Square Fees have a reference format [Location Name] Square Fees [Date].
Sure, you can select the date that you wish the data to be synced from through the integration scheduler.
Square Balance bank account is a clearing account for the Credit Card takings processed through Square. Be aware that when the Square Balance is deleted or edited from the chart of accounts, the daily sync may fail.
In case you have revoked the access or changed credentials of an account used for an integration, you can easily reconnect it by expanding the options menu and clicking the Reconnect (or Edit) button in the Connected accounts page.
At any time, you can access your Amaka dashboard and disable an integration by either turning it OFF or deleting it entirely. You can follow the instructions here.
