Connex for QuickBooks integrates with Square, a popular payment gateway. To get started, a custom app must be created inside of Square and an access token obtained; application id and application secret.
In Square, add an address to each Square location. This address is mapped to QuickBooks sales and the address is used to calculate sales tax.
Creating a Custom App
You must set-up a custom app inside of the Square App Store. Here are the steps:
- Go to http://connect.squareup.com
- Login to your Square account.
- Click new application.
- Enter Connex for QuickBooks as the name.
- Note the access token, Application ID and Application secret found on the OAuth tab.
- Login to your Connex account.
- Choose Square under Add a New Connection.
- Enter the credentials (Personal Access Token; Application ID; Application Secret). Leave the Connection Website URL field as is.
- When finished, click the blue Configure button to submit and proceed to the pair QuickBooks step and the Connex Configuration Wizard.
Export Orders or Payments
If you are selling through Square's online store, you can export those orders instead of the payments. Here are the steps:
- At the All Settings page, go to the Order Export drop-down.
- Under the Order Status setting, enter "payments" to pull payments only. Enter "orders" to pull orders from your Square online store. If you're only swiping cards on a POS, enter "payments."
Please click here to see a sample order from Square to QuickBooks Online.
Connex can map vendor merchant and/or transaction fees. However, we recommend doing so in bulk via journal entries in QuickBooks. Please consult with an accounting professional prior to enabling automated merchant and transaction fee mapping.
Here are the steps:
- Login to www.squareup.com.
- Go to sales > reports > sales summary.
- Choose the dates for the orders you want to export.
- Scroll down and note the value in the fees row.
- Go back to QuickBooks.
- Click the plus sign > deposits
- Under all new deposits, enter Square as the vendor and the fees as a negative number.
For more information regarding merchant fees, transaction fees, and reconciling, please see: