Square

Introduction

Connex for QuickBooks syncs sales from Square to QuickBooks. Our software will map the billing and shipping information, total merchant fees, line items, and taxes to QuickBooks. Connex can sync stock updates from QuickBooks to Square. Our tool can match settlements from Square with QuickBooks deposits.

Does it work with QuickBooks Online and Desktop?

Yes, our tool works with both versions:

How do I pair your app with Square?

To pair Square and our software, follow these steps:

  1. Login to Connex.
  2. On the Connex dashboard, click add a new connection.
  3. Choose Square.
  4. Click submit.
  5. When prompted, click continue and login to Square through our software.
  6. When you return to Connex, complete the install wizard.

How do I ensure that all orders have a billing and shipping address?

If your orders are paid online, then the user's billing and shipping address should appear. If the order is paid using Square POS, our tool maps the cash register's location to QuickBooks. In Square, add an address to each Square location. This address is mapped to QuickBooks sales and the address is used to calculate sales tax.

How does a sample order appear in QuickBooks?

Please click here to see a sample order from Square to QuickBooks Online

How do I enable the deposit match tool?

Login to Connex. On the left, click orders. Click match deposits. Complete the wizard. Our tool will match the Square payment ID to the QuickBooks order number field.

How do I add transaction fees from Square?

Here are the steps:

  1. Login to Connex.
  2. Click manage.
  3. Expand orders.
  4. Expand merchant fees.
  5. Enter an item from QuickBooks to track fees.
  6. Click save.

How do I make stock changes?

In Square, open the item. Under add options, add some options. Add a SKU for each option. Our tool can only make stock updates for products with options:

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