Square and Quickbooks Customer Name not in sync

[TreasurerSUVCW]

Quickbooks does not import customer name from Square.  Quickbooks help desk says that's Square's problem and Square help desk says its Quickbooks.  I have to enter each customer's name when accepting sales transactions from Square.  QB imports the rest of the transaction just fine.

[Minion]

In all honesty, I feel like this is a problem with the Square Integration part of it.  I use QBO also, but the customers names are generally not needed in my case since I only account for CC sales and any tax exempt customer is generally using a check. 

I say I think its a Square issue because when setting up the integration, QB asks what to label them as and IIRC it only allows Square Customer or something of that nature.  I'm not sure if that would honestly ever get fixed since both want to play the blame game unfortunately 

[Laurie_ · Accepted solution]

Hi @TreasurerSUVCW  and @Minion 👋,

I completely understand your frustration—that doesn’t sound like an ideal experience. 

From what I’m gathering, the issue seems to be related to how Amaka pulls data from the Square platform into QuickBooks. @TreasurerSUVCW, are you currently assigning customers from your Square Customer Directory to transactions? And has Amaka’s Support Team responded by saying they don’t recognize this data when pulling transaction details from Square?

If that’s the case, it sounds like we’re dealing with a limitation of the integration. If the issue is that something that previously worked—like transferring data to QuickBooks—is no longer functioning as expected, any troubleshooting will need to be handled by their team. While Square partners with a large number of third party platforms, these integrations are managed entirely by the third party.

That said, if they continue to direct you back to us, we would just need specific feedback from their team to offer further support or guide you in the right direction. 🙂

[Minion]

Thanks @Laurie_  for the reply.  I'm not sure if it ever pulled that type of data to include the customers name, but rather very basic category like "Square Customer". The depth of data it pulled was/is very basic IIRC.  

For me personally , the customer doesn't matter.  Since the integration and Square and QBO doesn't recognize tax exempt customers (schools, Farmers, Government etc) when importing I never run those transactions via Square just to avoid the headache of trying to remove the tax payable it says I owe.  

[Laurie_]

I wanted to follow up with you after discussing this with my team, @Minion. Currently, Square doesn’t support creating and applying tax exemptions directly to customer profiles in your Customer Directory.

However, you can set up tax exemption rules based on dining options, item price, or total price of items, which can be applied accurately and automatically in the Square Point of Sale app.

It seems that, like your previous point, this is more of a limitation of both platforms in their current states. If this is a feature you’d like to see in the future, I recommend submitting a feature request.