How do I upload a daily summary

I'd like to upload my daily summary's into quickbook simple start, how do I do that? Will everyday upload or do I have to do individual?

Pam Rose
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Hello @lifewithhair 

 

I don't have any experience with Quickbooks...  Have you reached out to their support team? They are the ones that integrate with Square so I am confident that they can point you in the right direction.

JJ
Community Moderator, Square
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No I haven't reached out to quickbooks but I will. Thanks

Pam Rose
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Square Champion

@lifewithhair ;

What are you trying to import to QuickBooks as Daily sales?  The total dollar amounts sold?  Total Square Fees? Total Taxes?   Or are you trying to import every item sold and every transaction for a day?

 

If you just want to manually enter the totals for a day like some people do. You could get your report from Square and just enter something like Total Daily Sales, Merchant Fees, and Sales tax with the totals from the QuickBooks Home Screen.

Daily Sales Manual.png

 

This would be a Free way to enter Daily Sales.

 You also did not say if you have QB online or Desktop.  Most integrations that I am aware of for QBO have a monthly fee.  The fees can vary by how many imports or transaction you do or just a flat monthly fee for unlimited transactions.

 

I use QuickBooks Desktop and use Transaction Pro Importer which can integrate any CSV file to QuickBooks Desktop or QuickBooks Online depending which version you purchase to use.  So I use TPI to import my online sales from another webhost and my Square sales with one program.  Not one for Square and then have to learn another integration for my website, or EBAY, Esty etc.  Here is a video I did back in July I believe of me uploading and explaining what I am doing for importing my individual Transactions to QuickBooks Desktop :

Me using TPI to import Square Transaction to QBD 

 

If you need more information about TPI you can see their pricing here:  Transaction Pro Website 

 

Or ask me I might be able to help too.

 

Keith
Owner
Pocono Candle

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