QuickBooks Desktop sync settings for Square integration

After Unify has connected to your accounting system and Square location, the sync settings can be configured.  

In the connections area click on the sync settings box to get started.  

 

QuickBooks Company preferences 

Unify will begin downloading the data and settings from your QuickBooks Online company file.  It will take a few min, when it is complete Unify will automatically direct you to the next screen.  

 

Order sync settings

These settings configure transaction dates and what accounts the Square sales will hit in QuickBooks Online.

This section sets up transaction level how information the product description/memo and shipping charge line item will manifest with on the transaction.  

 

If you are using QuickBooks Desktop (Pro or Premiere/Enterprise) then you will have additional options for transaction tracking. 

Once you have completed this area, click save & continue

 

Customer sync settings

This area sets up how new and reoccurring customers appear in your QuickBooks Pro/Premiere/Enterprise company file.

 If a customer is not found there are three options: 

  • Create new: creates a new customer based on Area 1 settings
  • Use Standard Customer: assigns a standardized customer name to any new customers created in QuickBooks.  

Note: If you don't have a standard customer created in your company file, create one now and click the refresh button in Unify.  

 

If Unify is setup to create new customers in QuickBooks and a customer name is not contained within the Square Sales transaction, then a standard name can be used to properly create the transaction in QuickBooks. 

 

Once you have completed this area, click save & continue

 

Product sync settings

This area is very important for setting up how inventory should be tracked in QuickBooks.

If you are creating products that are non-inventory items here are the settings below: 

 

If you are creating product that are inventory items and you want to track the quantity using an Inventory asset and COGS account, here are the settings below: 

Once you have completed this area, click save & continue

 

Square fees sync settings

This area sets up how transaction fees for Square sales are categorized and to what account they flow into within QuickBooks.  

Note: If you have unique a product/service name or descriptions can be renamed at any time.  

Once you have completed this area, click save & continue

 

Tax sync settings

Unify will give the option not to record tax or record taxes as a line item.  If you have created a unique tax item for Square Sales or localities within QuickBooks Desktop, they will be displayed in the dropdown.

Unify will also allow you to set how sales discounts are recorded in QuickBooks. If you have created a discount item in QuickBooks, it will appear in this dropdown menu. 

Once you have completed this area, click save & exit

Unify will take you directly to the dashboard where all of your new sales will be downloaded. 

 

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