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QuickBooks
Square

Connect QuickBooks and Square integrations

Discover the capabilities of QuickBooks and Square! Automate customer synchronization, save time, and enhance accuracy for streamlined operations.

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Create a custom workflow

Streamline your financial workflow by integrating QuickBooks and Square with Make, automating processes and improving efficiency with real-time data synchronization.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

QuickBooks
Trigger: New Event
Square
Action: Select an action
1. Select a trigger

  • Triggers when a new event is created.

  • Triggers when a new payment is created.

2. Select an action

  • Adds a customer to the customer's group.

  • Applies adjustments and counts to the provided item quantities.

  • Cancels an existing booking. Square Appointments Plus or Premium subscription plan required.

  • Cancels an invoice.

  • By default, payments are set to complete immediately after they are created. If you set autocomplete to false when creating a payment, you can complete (capture) the payment using this endpoint.

  • Creates a new booking. Square Appointments Plus or Premium subscription plan required.

  • Creates a new customer.

  • Creates a new gift card.

  • Charges a payment source, for example, a card represented by customer's card on file or a card nonce.

  • Creates a new shift.

  • Creates a new draft invoice.

  • Creates an Order

  • Deletes an existing shift.

  • Deletes an existing invoice.

  • Retrieves an existing booking. Square Appointments Plus or Premium subscription plan required.

  • Gets customer details.

  • Retrieves an existing gift card.

  • Retrieves an existing gift card by GAN.

  • Retrieves an existing gift card by nonce.

  • Returns payment by ID.

  • Retrieves information about a transaction by a payment ID.

  • Retrieves an existing shift.

  • Gets transaction information.

  • Retrieves an inventory adjustment.

  • Retrieves an inventory physical count.

  • Retrieves an inventory transfer.

  • Retrieves an existing invoice.

  • Links a customer to a gift card.

  • Performs an arbitrary authorized API call.

  • Publishes the specified draft invoice.

  • Refunds a payment.

  • Removes a customer from a customer's group.

  • Unlinks a customer from a gift card.

  • Updates an existing booking. Square Appointments Plus or Premium subscription plan required.

  • Updates customers details.

  • Updates an existing shift.

  • Updates an existing invoice.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Integrate QuickBooks as a trigger and Square as an action using Make to automate your business processes. By setting QuickBooks to trigger events such as updated invoices or new expense entries, you can initiate actions within Square, such as processing payments or updating sales data. This connection allows for real-time financial synchronization, improving operational efficiency and reducing the need for manual data entry. Utilize this integration to optimize your financial operations and leverage automatic workflows for improved business management.

Add a Customer to the Group
Adds a customer to the customer's group.
Action
Batch Change Inventory
Applies adjustments and counts to the provided item quantities.
Action
Cancel a Booking
Cancels an existing booking. Square Appointments Plus or Premium subscription plan required.
Action
Cancel an Invoice
Cancels an invoice.
Action
Complete a Payment
By default, payments are set to complete immediately after they are created. If you set autocomplete to false when creating a payment, you can complete (capture) the payment using this endpoint.
Action
Create a Bill
Creates a bill.
Action
Create a Booking
Creates a new booking. Square Appointments Plus or Premium subscription plan required.
Action
Create a Credit Card Payment
Creates a credit card payment.
Action
Create a Credit Memo
Creates a credit memo.
Action
Load more

How to set up QuickBooks and Square in 5 easy steps

Date

·

Duration

Step 1

Log in to your Make account

Get started by logging in to your Make platform account to access project scenarios.

Date

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Duration

Step 2

Select an app to connect

Choose either QuickBooks or Square as the application you want to connect within your scenario.

Date

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Duration

Step 3

Start a new connection

Initiate the connection process by clicking the 'Create a connection' button for your chosen app.

Date

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Duration

Step 4

Optional: name your connection

Assign a name to your connection if you want to easily identify it later.

Date

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Duration

Step 5

Authenticate and finalize

Authenticate your account when prompted and complete the setup to establish the connection.

Discover integration: QuickBooks and Square benefits

Learn how integrating QuickBooks and Square improves customer management, saves time, and enhances data accuracy through automated synchronization for better operations.

Date

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Duration

Automated customer synchronization

Ensure customer information is always up-to-date in both Square and QuickBooks automatically.

Date

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Duration

Time savings

Reduce manual data entry by updating customer records across platforms.

Date

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Duration

Improved data accuracy

Minimize errors and discrepancies in customer records with automated integration.

Date

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Duration

Streamlined workflow

Simplify operations by integrating customer management processes in one continuous workflow.

Popular QuickBooks and Square workflows

Connect QuickBooks and Square with Make. Automate manual tasks, sync real-time data, and build more efficient workflows.

App Families

Add Square customers to QuickBooks

Every time a Square customer is created, Make will automatically create a QuickBooks customer.

Add Square customers to QuickBooks
Use template
App Families

Add QuickBooks customers to Square

Every time a QuickBooks customer is created, Make will automatically create a Square customer.

Add QuickBooks customers to Square
Use template

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Integrating QuickBooks and Square with Make allows for real-time synchronization of financial transactions, reducing manual data entry and potential errors. It helps streamline accounting processes, automates invoice creation, and ensures accurate financial reporting by bridging sales data from Square with accounting records in QuickBooks.

Yes, by integrating Square with QuickBooks through Make, you can automate the process of generating invoices in QuickBooks whenever a sale is made in Square, ensuring that your accounting is always up to date and there are no delays in billing customers.

One potential challenge might be mapping data fields between Square and QuickBooks if there are discrepancies. Make provides intuitive mapping tools and support to help users easily align data fields between the applications, ensuring a smooth integration process.

Make offers customizable workflows, allowing users to set up triggers and actions that best suit their business processes. Users can create multi-step scenarios that handle data synchronization and perform additional tasks such as notifications, data enrichment, and reporting, giving users control over their business automation.