New Square Connector by QuickBooks

Because Insightful Accountant reviewed Intuit’s previous Connect to Square App as one of the apps in our eCommerce App Comparison within the last year, and scored that App below many others in the comparison, we wanted to let you know about recent enhancements to the Square Connector made available by Intuit for QuickBooks Online users.

This new Square Connector app replaces the previous QuickBooks App “Connect to Square.” The new "Square Connector by QuickBooks" App still integrates Square data with QuickBooks Online, but also lets you auto-import all of your Square transactions within a few hours of the transactions occurring.

You can then view all of the transaction details within Payout, where the view provides details at the payout level and also allows you to view the transactions included in the payout.

The new App will save time by automatically importing Square sales transactions and other data into QuickBooks. The updated App allows you to:

  • Import Square transactions into QuickBooks within a few hours of their occurrence

  • See the details for every Square transaction in Payout 



  • Track product information against the list in QuickBooks



  • Track fees separately
  • Import transaction details for better visibility



  • Use AI automation to add high-confidence transactions to your books


Users will also find these additional features in Square Connector:

  • Sync and track sales tax
  • Set tasks and reminders to review transactions
  • Review details on adjustments, including holds and disputes
  • Examine activity summaries of transactions in the Overview tab within Apps
  • Gain visibility on matching transactions to products, services, customers, and vendors

In the future, users of the new Square Connector will be able to:

  • Accept 'split-payments' on a single order
  • Use "Square Checking" features
  • Optionally import Square transactions at a "summary" level

To assist you in reviewing the new Square Connector prior to trying it out, please view these YouTube videos:

  • Intuit video explaining ‘how to connect’ the new Square Connector*.
  • Intuit video explaining ‘how to use’ the new Square Connector*.
  • Intuit video explaining ‘how to upgrade’ to the new Square Connector*.

You can find the new 'Square Connector by QuickBooks’ in the Intuit App Center* here.


Disclosures:

Content is based on Intuit source materials including media source content from Intuit websites. Intuit content adapted by Insightful Accountant from Intuit sources is furnished for educational purposes only.

As used herein, QuickBooks® and QuickBooks Online (and related subscription/SKU versions) refer to one or more registered trademarks of Intuit® Inc., a publicly-traded corporation headquartered in Mountain View, California.

Any other trade names or references (including Square) used herein may refer to registered, trademarked, or copyrighted materials held by their respective owners; they are included in the content for informational and educational purposes only.

This is an editorial feature, not sponsored content. No vendor associated with this article has paid Insightful Accountant or the author any form of remuneration to be included within this feature. The article is provided solely for informational and educational purposes.

Note: Registered Trademark ® and other registration symbols (such as those used for copyrighted materials) have been eliminated from the articles within this publication for brevity due to the frequency or abundance with which they would otherwise appear or be repeated. Every attempt is made to credit such trademarks or copyrights within our respective article footnotes and disclosures.

* - URLs were valid at the time of initial publication of this feature. Insightful Accountant assumes no responsibility for changes made by Intuit, or other parties, to the URLs associated with content herein. 

 




 

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William Murphy

William (Bill) Murphy, better known as "Murph," is in charge of all things related to content. Murph is an Advanced Certified QuickBooks ProAdvisor with over 30 years of consulting experience. For many years he was the “anchor” of the National Advisor Network’s online forum and three-time consecutive winner of the NAN Online MVP award. Murph has published articles in numerous industry publications and served as Technical Editor for Business Analysis with QuickBooks by Wiley Publishing.

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Topics from this blog: App Comparison eCommerce Square Connector App