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 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
- Browse the Amaka dashboard to get started.
- Sign in to your Square account and click allow to grant all relevant permissions.
- Authenticate your QuickBooks Online account by clicking the Connect new account button.
- Choose the QuickBooks Online organisation you want to connect, then click Allow access.
- 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 mappingAccounts and code mapping
| Sales Type | Quickbooks Account / Product and Service Name | Quickbooks Account Type | Quickbooks Account Detail Type | Quickbooks Accounts Products and Services Type | Account Number/SKU |
|---|---|---|---|---|---|
| Sales | Square Sales | Income | Sales of Product Income (SalesOfProductIncome) | Non-inventory | SQ-2000 |
| Discounts | Square Discounts | Income | Discounts/Refunds Given (DiscountsRefundsGiven) | Non-inventory | SQ-2001 |
| Shipping/Delivery Fees | Square Shipping/Delivery Fees | Income | Service/Fee Income (ServiceFeeIncome) | Non-inventory | SQ-2002 |
| Service Charges | Square Service Charges | Other Current Liability | Other Current Liability (OtherCurrentLiabilities) | Non-inventory | SQ-8003 |
| Tips | Square Tips | Other Current Liability | Other Current Liabilities (OtherCurrentLiabilities) | Non-inventory | SQ-8000 |
| Gift Cards | Square Gift Cards | Other Current Liability | Other Current Liabilities (OtherCurrentLiabilities) | Non-inventory | SQ-8001 |
| Adjustments | Square Sales | Income | Sales of Product Income (SalesOfProductIncome) | Non-inventory | SQ-2000 |
| Square Fees | Square Fees | Expenses | Other Business Expenses | Non-inventory | SQ-3000 |
| Chargebacks | Square Chargebacks | Expenses | Other Business Expenses | Non-inventory | SQ-3001 |
| Square Card | Square Card | Bank | Money Market | N/A, only account creation is needed. No need for product and service. | SQ-0001 |
| Square Balance Adjustments | Square Balance Adjustments | Other Current Liability | Other Current Liabilities (OtherCurrentLiabilities) | Non-inventory | SQ-8004 |
Payment Mapping
| Payment Type | Quickbooks Account / Product and Service Name | Quickbooks Account Type | Quickbooks Account Detail Type | Quickbooks Accounts Products and ServicesType | Account Number/SKU |
|---|---|---|---|---|---|
Card Payments
Property: CARD | Square Balance | Bank | Money Market | Non-inventory | SQ-0000 |
Cash
Property: CASH | Square Cash Clearing | Other Current Asset | Other Current Assets (OtherCurrentAssets) | Non-inventory | SQ-6000 |
Gift Cards
Property: SQUARE_GIFT_CARD | Square Gift Cards | Other Current Liability | Other Current Liabilities (OtherCurrentLiabilities) | Non-inventory | SQ-8001 |
Bank Transfer
Property: BANK_TRANSFER | Square Other Payments Clearing | Other Current Asset | OtherCurrentAssets | Non-inventory | SQ-6001 |
Wallet
Property: WALLET | |||||
Third Party Card
Property: THIRD_PARTY_CARD | Square Other Payments Clearing | Other Current Asset | OtherCurrentAssets | Non-inventory | SQ-6001 |
| All other payment types | Square Other Payments Clearing | Other Current Asset | OtherCurrentAssets | Non-inventory | SQ-6001 |
Square Balance Mapping
| Square Locations | Quickbooks Account Filtering |
| {All Square Locations in the file} | Filter by account type
|
Tax Mapping
| Tax Categories – Tax Name | Quickbooks Account / Product and Service Name | Quickbooks Account Type | Quickbooks Account Detail Type | Quickbooks Accounts Products and Services Type | Account Number/SKU |
|---|---|---|---|---|---|
| {All Square Tax Types} | Square Taxes The name should follow the format of 'Square {{Tax Name}}’ | Other Current Liability | Other Current Liabilities | Non-inventory | SQ-81__ |
| Square Automated Calculated Tax | Square Collected Taxes | Other Current Liability | Other Current Liabilities | Non-inventory | SQ-8002 |
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.
