Incorporating Quickbooks with SquareSpace

alpenglo — Fri, 28 Oct 2022 14:07:35 GMT

Has anyone found any resource that has been super helpful with integrating quickbooks with their squarespace? Do I even need quickbooks with squarespace?

Re: Incorporating Quickbooks with SquareSpace

Candlestore — Fri, 28 Oct 2022 14:28:52 GMT

Square is more so for taking Credit Card Sales, then they branched out for Online sales and Tracking inventory. QuickBooks Is more about Financials for a business. So I use Transaction Importer Pro for transferring a csv report to QuickBooks Desktop. Transaction Pro Importer also has a version for QuickBooks Online.

The main reasons I like this program is that once you have it there are no more fees, it works with any CSV file. Therefore I can use it with Square, My Online Store or any other platform that exports your sales data into a CSV file.

Takes me 5 or 10 minutes a night to export both my Square and My online sales and import this data to QuickBooks Desktop. I use Desktop because online does not have Build Assemblies which I need in QuickBooks Desktop.

Here is a 20 min video I did for how I export to QuickBooks and all the Details that get imported from Square.

Square Sales to QuickBooks Sales Receipt

I know there is other software out there but this keeps each sale separate and also tracks Squares Tracking if I ever need to contact Square about a transaction. I know others just import the Totals from the end of a day to QuickBooks, but I like to have as much detail as possible. Like my Online sales I keep track of Who I shipped with and Tracking numbers too.

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Incorporating Quickbooks with SquareSpace

Re: Incorporating Quickbooks with SquareSpace