How To Enter Square Sales into QuickBooks Online

In this video, we will be going over how to enter Square sales into QBO. This particular workflow that I like to use utilizes monthly (or weekly or daily) Journal Entries. Throughout the video, I'll discuss entering the needed Chart of Accounts and creating the Journal Entry Template. We will also walk through a real-life example of entering a month's worth of Square sales into QuickBooks Online and there will also be a discussion regarding what I refer to as the "backend" of this workflow. As I mention in the video, I would recommend first just watching the entire video in order to get a broader understanding of what this entire workflow looks like and then you will be in a great spot to start the video over and work through setting everything up step by step on your end. The reason I recommend this is because there is some flexibility and customization available regarding how you set this up and you should have an understanding of the entire workflow before making these decisions. Link to schedule a one-on-one Zoom video 1 hour training session with Gunnar: https://calendly.com/essentially-inte... Gunnar Harris, FPAP I am the owner of Essentially Intentional, LLC and a Fractional CFO specializing in coffee companies and outdoor brands. This channel is focused on helping small business owners better understand their financials, make stronger decisions, and build more financially sustainable businesses. New videos focus on FP&A and strategic finance for the coffee and outdoor industries, including financial forecasting, cash flow planning, KPIs, profitability analysis, budgeting, inventory, unit economics, and other practical financial tools for business owners. You'll also find the channel's existing library of QuickBooks Online tutorials, Excel bookkeeping videos, and small business financial education. Current topics and playlists include: FP&A for Coffee Companies FP&A for Outdoor Companies & Brands QuickBooks Online Tutorials Excel & Bookkeeping Small Business Finance I also share occasional videos from outside the finance world, including travel, outdoor adventures, and other personal projects. Learn more about me and my services on my two websites: https://www.gunnarharris.com https://www.essentially-intentional.com Thank You! 0:00 Intro 1:50 Entering the Needed Chart of Account Accounts 16:40 Creating the Journal Entry Template 29:45 Walking Through An Example of Entering the Square Sales 35:00 Discussing the "Backend" of this Workflow 43:00 Conclusion