QuickBooks online reconciliation of square

[naturedr]

Hello all.  I am hoping that my problem is simple. When I integrate my QuickBooks online with my square online transactions, I just see the " add" option to accept the square transaction into my QuickBooks reconciliation. Easy enough there. However I'm not seeing where I can mark an invoice as paid, or more specifically, apply this added transaction to a specific invoice. I must be missing something. Also I have been doing this about a month ago and somehow I did actually get to apply a name to an invoice however I can't remember how, and now all these amounts want to credit to that same name and I don't see how it to change it. Can someone please help me as I'm so clueless and I don't see any help and I've been looking for over a half an hour. I appreciate it thank you!!!

[MayaP · Accepted solution]

Hey @naturedr,

Thanks for reaching out! Great question! 

I got this from the Quickbooks site: 

You can have the Square app apply those payments to your invoices and not record them as Sales Receipts so that whenever the Square app syncs to QBO, it will automatically record them as invoice payment, and you can choose Match if you have the recorded initial sales in QBO.

1. Go to Bookkeeping.

2. Select Transactions and then App transactions.

3. Click For review. Your Square transactions appear in the list.

4. For each transaction, select an action, depending on the status:

• Add or Match: This transaction is ready to be added. If both QuickBooks and Square are connected to the same bank, you can match it to a transaction that's already in your books.

5. Go to Reviewed to review the transaction, then select Added/Matched column.

You can check this guide here for more details: Connect your Square account to QuickBooks Online.

Another option is if you choose to invoice, you can match the payment if it's connected to online banking. If not, you can manually receive the payment.

I hope this helps! If you have any questions about QuickBooks Online by Intuit, you can find the answers to most questions in their Support Center or reach out to their team directly via +1 (877) 683-3280. Please do not hesitate to reach out here in the seller community as well! 😀