QuickBooks Online and Square integration
QuickBooks Online and Square, one customer list
CRM Connector keeps the Square customer directory and QuickBooks Online customers the same both ways, and carries every Square invoice into QuickBooks Online on the next sync. Square takes the payments at the counter or on the road, QuickBooks keeps the books.
- Official sign in for both
Customers both ways, invoices one way
At a glance
Customers stay the same on both sides, and Square invoices arrive in QuickBooks Online.
What syncs
- CustomersBoth ways
- Invoices from SquareOne way
How it runs
Both ways or one way, your choice
Per record type you choose both ways or one way. With both ways on, you pick whether QuickBooks Online or Square leads when the same record changed in both since the last sync.
Options for QuickBooks Online and Square
- Everyone, customers only or leads only
Record by record
What syncs between QuickBooks Online and Square
Which QuickBooks Online field matches which Square field, and what each change does.
Fields- Company nameBoth waysCompany name
- Given nameBoth waysGiven name
- Family nameBoth waysFamily name
- Primary emailBoth waysEmail address
- Primary phoneBoth waysPhone number
- Billing address lines 1 and 2Both waysAddress lines 1 and 2
- City, state, postal codeBoth waysLocality, region, postal code
- CountryWhen createdCountry
- Has paid invoicesEach works it outPaid invoices or past bookings
It happens in QuickBooks Online, then in Square
A new customer
- Looked for in Square on the exact email, then the exact phone.
- Updated when found, created only when nothing matches.
Name, email, phone or address changes
The same change is made to the Square customer on the next sync.
A phone number Square refuses
Left out of the Square customer, which is still written.
FAQ
Questions about QuickBooks Online and Square?
Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.
Invoices flow one way, out of Square into QuickBooks Online, and their payments follow, in full or in part.
Intuit's Square Connector by QuickBooks brings Square sales, fees, payouts and customers into QuickBooks Online.
CRM Connector:
- Keeps customers in step both ways
- Carries Square invoices into QuickBooks Online with their payments, in full or in part
Let only one of the two bring in the same Square sales, or a sale may be counted twice.
Ask your AI assistant
Ask ChatGPT or Claude about QuickBooks Online and Square
CRM Connector works inside ChatGPT and Claude. Ask in plain words and get the answer for your own setup, including a link that opens it ready to start.
Get started
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Sign in to QuickBooks Online and Square, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.