Square → QuickBooks Online

Setup overview

Books setup assistant

Clean books start with
intentional mappings.

Turn a POS catalog into an accounting structure you can trust—without treating menu categories like a chart of accounts.

Readiness
20%

Connect your sources to begin the audit.

Workflow

Five checks before anything changes

Every stage is inspectable and reversible until the final confirmation.

Step 02

Connect the source and destination

Credentials never enter browser storage. They stay in server environment variables or an encrypted local vault.

Not configured

Square catalog

Read items, variations, categories, SKUs, prices and tax flags using the Catalog API.

Access
Read-only catalog
Credential
Server-side token
Not configured

QuickBooks Online

Read accounts, products/services and classes. Write only after a reviewed plan and explicit confirmation.

Scope
Accounting
Authorization
OAuth 2.0
Connect QBO
Before you connect

Register this exact redirect URI

http://localhost:3000/api/qbo/callback
Step 03

Proposed chart of accounts

Accounts describe financial reporting. Classes describe the operating segment.

Account nameFinancial groupQBO typeStatus
Suggested classes

Operating segments

Step 04

Map Square items to the books

Suggested rules are editable. Deferred sales stay flagged for recognition rather than being treated as ordinary revenue.

Bulk mapping0 visible items
Mappings are saved locally
Step 05

Review the write plan

This creates missing records only. It does not post sales, journal entries, or deferred-revenue recognition.

Accounts to create

Existing accounts are skipped by name.

Classes to create

Availability depends on your QBO plan and settings.

Items to create

Mapped Square variations become QBO products/services.

Needs attention

Every item needs an income or liability destination.

Write protection

Apply only after reviewing your exported audit

Account and item creation is difficult to undo cleanly in QBO. Test this flow against an Intuit sandbox first.