Square

Getting started with Square

We can sync orders and inventory between the two systems

Introduction

Connex for QuickBooks syncs sales from Square for Retail Free, Square for Retail Plus, and Square Point of Sale 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.

Do you have a demo?

Here is a demo:

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

Does Connex match the customer name and contact details to orders?

Yes, Connex will map the customer name and contact details on each order.

How do fields map between Square and QuickBooks?

Here is a list:

Square QuickBooks
Id Order Number
Order Date Order Date
Tender Payment Method
Total Discount Line item with discount
Total Merchant Fees Line item with merchant fees
Reference number Payment ref. no field.
Tax QuickBooks tax code field or line item
Tip Line item with tips

For payments, here is a screenshot from QuickBooks and here is a field mapping:

Square QuickBooks
Reference number Ref. no
Total paid Total paid
Tender Payment method

Our software copies the billing address to the shipping address. Here is a screenshot from QuickBooks and here is a screenshot from Square. Here is how addresses map:

Square QuickBooks
Given Name Customer first name
Family Name Customer last name
Address 1 Address 1
AdministrativeDistrictLevel1 U.S. state on address line
Locality City on address line
PostalCode Postal code on address line
Country Country on address line

Here is a screenshot from QuickBooks and another one from Square. Here is how products map:

Square QuickBooks
Item variation SKU QuickBooks item name
Item variation name QuickBooks item description
Quantity Quantity
Unit Price Unit Price
Unit Tax QuickBooks tax code of non / tax
Item modifiers, such as color or size QuickBooks item description