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Square to QuickBooks Desktop Install Guide

Helpful items to check before installing:

  • You'll need to be logged into the computer that has QuickBooks, when you install the app.
  • This computer that you are installing Commerce Sync on needs to be running Windows 7, 8, or 10. Note: You currently cannot install Commerce Sync on a Mac.
  • The preferred browsers we'd like you to install with are Chrome or Firefox.
  • The QuickBooks company file you wish to sync to needs to be open during installation.
  • You need to be signed in as the Admin and in single user mode in Quickbooks for the install to work properly.
  • We recommend that you reboot (turn off and then back on) the computer that you are installing on, prior to installing.

Installing Commerce Sync:

  1. Sign-in to your Square account                                    
  2. Click on the Apps tab in your Square account (bottom left of the screen)
  3.  Then scroll down to find the Commerce Sync app and click Get Started or Launch App
  4. On the Permissions Screen, click Allow at the bottom
  5. If you have multiple locations in your Square account, you will connect Commerce Sync to each location separately. Select the location that you are connecting now. 
  6. Download and run the Commerce Sync installer
  7. Once the installer has finished downloading, open it and click Run                                                                      
  8. After you select Run, you should see the Commerce Sync for Desktop Screen "Starting Up"
  9. You will need to log into your Square account again at this point.
  10. Double check that you have QuickBooks open and the correct company file and click Continue
  11. In QuickBooks, you'll see a pop-up, check the box next to "Yes, always allow" then select “Continue.” Sometimes this screen is hidden behind other QuickBooks windows, if you don't see this screen minimize your other QuickBooks windows to find it. Note that when you are installing another location, this step is skipped.
  12. Select "Done" on the second pop-up.
  13. Select your settings for Commerce Sync: the time zone your Square account is in, whether you would like sales transferred into a Single Income Account or Sales by Category and what bank account for Commerce Sync to post the deposit information (what account Square is depositing to).
  14. Please enter your billing information. Your free 15 day trial starts today. After 15 days, your Commerce Sync subscription will begin.
  15. You'll see the Installation Complete screen and then click the View Dashboard button.
  16. At this time, we recommend opening the Commerce Sync for Desktopapp up immediately and waiting for the sync to complete. The green arrows will stop spinning and the next sync time stamp will be showing. 
  17. Once the sync is complete, go to the Commerce Sync Web Dashboard and review your settings.

 

YOU'RE READY! YOU'LL SEE YOUR FIRST SYNC TOMORROW!

Going forward, each day Commerce Sync will transfer all of your sales information for the previous day to QuickBooks Desktop. This transfer will occur after midnight to ensure that all orders for the day are closed. Find out more information on transferring sales that you had prior to installing here.

Commerce Sync is now installed in your Square account and on your computer. You can access your Commerce Sync Dashboard and review your Settings in your Square account. Go to Apps, then My Apps and click the Launch button for Commerce Sync. To open the Commerce Sync app installed on your computer, open the shortcut from your desktop.

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