Start by authorizing access to your Square account and selecting the Square Location in the dropdown list. During the first execution of the automation, Sush.io creates a payment Method ‘Square’. For the Square Fees and shipping costs, you can decide to hit one of the account already created in your QuickBooks account, or to use a default account. By default Sushio creates in QuickBooks a vendor called ‘Square Payments’ and a generic Item called ’Square Sales’ (you can still decide to use one of your choice).
Square Customers & Accounts options
You can define during the setup whether you want Sush.io to create all your customers coming from Square or a single 'Square customer' for all your orders.
You can choose an existing Income account for the Square Orders synced as Sales Receipts. Same option for the eBay Fees, that will be added to a new or existing QuickBooks Online Expense Account.
Square Orders & Fees
The Square Orders are created as Sales Receipts in QuickBooks. We keep the order reference and the description comes directly from the products or the charge description in Square. When information data is missing (e.g. manual payment) then a generic 'Other' description will be added.
The Square Fees will be embedded directly in the Sales Receipts according to the Square Payment details and to match the deposited amount from Square.
Square Refunds & Fees
The Square Refunds are created as Refund Receipts in QuickBooks. We keep the order reference and the description comes directly from the products or the charge description in Square. Please note that Customer data can not be synced due to a Square API limitation and a single 'Square Customer' will be added.
The Square Fees deduction will be embedded directly in the Refund Receipts according to the Square Payment details and to match the deposited amount from Square.
Once finished, please take into account that first sync can take up to 24h depending on your transactions volume. After first sync has occurred and when the subscription is active, sync will occur every day for the most up-to-date Square revenue data in QuickBooks Online.