Import Square into QuickBooks Desktop

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Import Square into QuickBooks Desktop
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Square is basically a cloud-based point-of-sale
(POS) accounting software that offers reliable
and smooth POS-related services to its clients.
Like QuickBooks, Square software also includes
some key features like management of inventories,
customer-relationship management, reporting, and
employee handling. However, if youre using both
QuickBooks accounting software and the Square POS
app then at some instances you will need to
import your Square POS data to the QuickBooks
Desktop. Importing data from Square to QuickBooks
Desktop is a very simple task, all you need to do
is to follow the given below steps.
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Steps for importing Square into QuickBooks Desktop

• There are two common steps that you may use to
  import your Square data to QuickBooks Desktop.
• Download the Data from Square POS
• Importing the Sales Data into QuickBooks Desktop

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Downloading of Data from your Square POS
Fetching and downloading the needful Data from
Square POS is a very simplistic process. For
this, go through the given steps below
sequentially.
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• Initially, you need to open the Square account on
  your computer.
• Thereafter, navigate to the left menu tab and
  then choose the Sales option.
• Then from listed options, tap on the transactions
  tab.
• After that, you need to click on transactions
  that you want to export.
• Once you have selected the required transactions,
  then hit the Export option.
• At last, you need to select Transactions CSV.
• Now all your selected transactions are downloaded
  in CSV format.

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Importing the Sales Data into QuickBooks Desktop
In this step, we will learn how to import the
downloaded data into QuickBooks Desktop step by
step.
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• Firstly, you need to log in to your QuickBooks
  account on the computer.
• Then go to the file optiongt and then navigate to
  the Import option.
• After that, you need to tap on the transactions
  option.
• Now select the Sales receipts.
• Thereafter navigate to the Import sales receipt
  screen and then go to the Square icon. Now from
  the listed options, you need to click on the tap
  on the Import.
• Once you are done with the above-mentioned steps,
  now you need to select the data that you exported
  in the previous steps.
• Afterward, choose the bank account which is
  associated with your Square account. Note For
  connecting the bank account youre using in
  Square to the
• QuickBooks then you need to open your QuickBooks
  account and then go to the Banking menu tab. Then
  from available options, click on the Add Account.

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• Now you follow the on-screen instructions to
  process Square sales payments.
• Then appropriately choose the tax rate of the
  transactions. (To turn on sales tax center then
  first go to Taxes menu tabgt from listed options,
  choose Sales Taxgt then choose the Set-up sales
  tax option. Once done, now follow all the pop-up
  instructions to set up the feature.
• Note One thing you need to take care that the
  tax rate set up in a Square account must match
  with your QuickBooks account.
• After that hit the OK and Import button to
  proceed further.
• Now your Square app data is successfully imported
  into your QuickBooks Desktop.

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Hope you will find this PPT helpful material for
import square into QuickBooks Desktop. However,
if in case you encounter any issue while
importing the Square into QuickBooks Desktop then
you can seek expert help.
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