Square invoices reporting12/9/2023 ![]() ![]() ![]() Otherwise, I wish you a great rest of the week. If you have questions, don't hesitate to reach back to me here. I encourage you to check out this helpful article with more info on how to: Categorize and match online bank transactions in QuickBooks Online. If it is a deposit or payment received, make sure it is not on the Bank Deposit page (undeposited).View how many days each invoice is overdue. Filter and search for a specific customer. View the total amount you are owed across all customers. It’s business intelligence software that comes free with your Square account. Note: Square Invoices app is not yet compatible with Square Terminal but you can still view invoices and accept payments through the Invoices tab of your Square Point of Sale app. The transaction has not been previously matched to another bank downloaded transaction. View a list of customers who have outstanding invoices. Square Dashboard provides quick insights and advanced sales reports. Square Invoices Free and Plus are supported on compatible iOS, including iPad and Square Stand, and Android devices, including Android tablets, and Square Register.The transaction was entered using the same bank account.The transaction has not been reconciled.In the event that you're unable to find a match for your transactions, here are some reasons why that could be: Otherwise, I recommend you to check out these helpful resources with more info about reconciling in QuickBooks: In order to ensure the accuracy of your reconciliation, I highly recommend getting in touch with an accounting professional for expert advice on how to handle the transactions so they don't show up as duplicates as you've described above. If you're not in contact with a professional, don't worry, you can search for one using this link here. It's vital you're able to match and reconcile the Square Payments with invoices and I'll be happy to steer you in the right direction. reports to gain insight into visitor engagement and sales. Additionally, gift cards are not available for refunding split-tender transactions or Square Invoices. Reconciliation can be a lengthy process and I'm glad you're using QuickBooks to help streamline this process. invoices:New Release Team (Chat), top::project:formsubmissions:New. You cannot refund more than 2,000 to a gift card, including the existing balance on the card.
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