We can sync orders and inventory between the two systems
Connex for QuickBooks syncs sales from Square for Retail Free, Square for Retail Plus, and Square Point of Sale to QuickBooks. Our software will map the billing and shipping information, total merchant fees, line items, and taxes to QuickBooks. Connex can sync stock updates from QuickBooks to Square. Our tool can match settlements from Square with QuickBooks deposits.
Do you have a demo?
Here is a demo:
Does it work with QuickBooks Online and Desktop?
How do I pair your app with Square?
To pair Square and our software, follow these steps:
- Login to Connex.
- On the Connex dashboard, click add a new connection.
- Choose Square.
- Click submit.
- When prompted, click continue and login to Square through our software.
- When you return to Connex, complete the install wizard.
How do I ensure that all orders have a billing and shipping address?
If your orders are paid online, then the user's billing and shipping address should appear. If the order is paid using Square POS, our tool maps the cash register's location to QuickBooks. 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.
Does Connex match the customer name and contact details to orders?
Yes, Connex will map the customer name and contact details on each order.
How do fields map between Square and QuickBooks?
Here is a list:
|Order Date||Order Date|
|Total Discount||Line item with discount|
|Total Merchant Fees||Line item with merchant fees|
|Reference number||Payment ref. no field.|
|Tax||QuickBooks tax code field or line item|
|Tip||Line item with tips|
For payments, here is a screenshot from QuickBooks and here is a field mapping:
|Reference number||Ref. no|
|Total paid||Total paid|
|Given Name||Customer first name|
|Family Name||Customer last name|
|Address 1||Address 1|
|AdministrativeDistrictLevel1||U.S. state on address line|
|Locality||City on address line|
|PostalCode||Postal code on address line|
|Country||Country on address line|
|Item variation SKU||QuickBooks item name|
|Item variation name||QuickBooks item description|
|Unit Price||Unit Price|
|Unit Tax||QuickBooks tax code of non / tax|
|Item modifiers, such as color or size||QuickBooks item description|