I assist a non-profit charitable thrift shop with their computer and the Square system. The Square works well. I am interested in assisting them to import the data from Square into their QuickBooks software on the shop's PC. I notice that there are several different packages in the Apps section that apparently do this.
Does anyone have recommendations as to the best app for this? The shop has a lot of small transactions and a well functioning app to do the importation of data would be a huge help.
Thank you very much for any recommendations.
01-13-2017 12:55 PM - edited 01-13-2017 12:55 PM
Quickbooks is one of our most popular app integrations that sellers use for reporting.
Which integration works best for you really depends on what type of reporting you want and also the style of business that you're running.
I'll leave the advice and suggestions to your fellow business experts, but if you have any specific questions about individual integrations, I can help as best as I can. I recommend reaching out to each of the partnership integrations directly as well.
Hopefully one of your fellow Square sellers can chime in and help out.
I am getting a message from quickbooks that says:
Starting 4/16/2017, Square is blocking connections to QuickBooks Self-Employed.
Things you can try:
The easiest solution: You can get your Square transactions here automatically if you link your bank and credit card accounts directly to QuickBooks Self-Employed.
The manual workaround: On a regular basis, download a CSV file of your transactions from Square. Then import them by hand into QuickBooks Self-Employed.
Contact Square and ask them to unblock connections to QuickBooks Self-Employed. We’re sorry for the inconvenience.
We’re sorry for the inconvenience.
04-06-2017 10:45 AM - edited 04-06-2017 01:04 PM
@wadeshomedesign While that specific Quickbooks integration is being discontinued, we have a solution for you as a replacement.
We recommend you use the Sync with Square app through the QuickBooks App Store. It's free, and the app pulls all of the relevant transaction, sales, and fee information that you'll need.