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How Zapier works

Zapier makes it easy to integrate QuickBooks Online with Square - no code necessary. See how you can get setup in minutes.

Select a trigger from QuickBooks Online

A trigger is an event that starts your Zap and runs the workflow. For example, with QuickBooks Online, a trigger could be "New Account."
A trigger is the event that kicks off your automated workflow.

Setup an action from Square

An action is what takes place after the automation is triggered. For example, with Square, the action could be "Add Customer to Group."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected QuickBooks Online to Square

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your QuickBooks Online to Square integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about QuickBooks Online + Square integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with QuickBooks Online and Square

How can I connect QuickBooks Online with Square?

You can connect QuickBooks Online with Square through integrations that allow data transfer. Once connected, sales transactions from Square can be automatically recorded into your QuickBooks account, saving you time and reducing manual errors.

What kind of data can be synced between QuickBooks Online and Square?

Typically, sales transactions, including customer information, item details, taxes, discounts, and payment methods, can be synced from Square to QuickBooks Online. This ensures that your accounting records are up-to-date with the real-time sales data from your point of sale system.

Do I need any special permissions to integrate QuickBooks Online with Square?

Yes, you will need admin access to both your QuickBooks Online account and your Square account to authorize the integration. This ensures that our platform securely accesses and transfers the necessary data between the two services.

How often is data synchronized between QuickBooks Online and Square?

By default, data synchronization occurs daily. However, you can adjust the frequency of syncs depending on your business needs. Real-time updates are also available if required for more immediate recording of transactions.

What triggers are available when integrating QuickBooks Online with Square?

Available triggers typically include new transactions in Square or updates to existing transaction records. These triggers initiate actions such as creating a new invoice or updating inventory levels in QuickBooks Online.

What actions can be performed in QuickBooks Online when a sale is made on Square?

When a sale occurs in Square, actions like creating a new sales receipt or invoice in QuickBooks Online can be automatically performed. Inventory levels may also be updated based on the items sold during the transaction.

Are there any limitations I should be aware of when integrating these two services?

Some limitations may include restrictions on multi-currency transactions or partial refunds not being fully supported in automatic sync processes. It's important to review these details before fully relying on automated systems for financial reporting.

Connect QuickBooks Online and Square to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • QuickBooks Online triggers, actions, and search
    New Account

    Triggers when you add a new account.

    Trigger
    Instant
    Try It
  • QuickBooks Online triggers, actions, and search
    New Customer

    Triggers when you add a new customer.

    Trigger
    Instant
    Try It
  • QuickBooks Online triggers, actions, and search
    New Expense

    Triggers when a new expense is added.

    Trigger
    Instant
    Try It
  • QuickBooks Online triggers, actions, and search
    New Invoice

    Triggers when you add a new invoice.

    Trigger
    Instant
    Try It
  • QuickBooks Online triggers, actions, and search
    New Bill

    Triggers when a new bill is added.

    Trigger
    Instant
    Try It
  • QuickBooks Online triggers, actions, and search
    New Estimate

    Triggers when you add a new estimate.

    Trigger
    Instant
    Try It
    • Days
      Required
    Trigger
    Scheduled
    Try It
  • QuickBooks Online triggers, actions, and search
    New Bill Payment

    Triggers when a new bill paid.

    Trigger
    Instant
    Try It

Learn how to automate QuickBooks Online on the Zapier blog

Learn how to automate Square on the Zapier blog

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About QuickBooks Online
QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.
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