Square and QuickBooks, read together
Square takes the payments at the counter, on the invoice and online. QuickBooks gets a deposit a day later, net of fees and refunds, with tips and cash sales somewhere in between.
Liaison reads both systems, matches each deposit to the payments inside it, and answers the questions that need the two together.
Where Square and QuickBooks disagree
- A deposit is many payments minus processing fees and refunds, a day or more after the sale.
- Card tips belong to staff, not revenue, and have to be split out.
- Cash sales are in Square but only reach the bank when someone deposits them.
- An invoice paid through Square can stay open in QuickBooks.
Questions it answers across both
- “Does yesterday’s Square deposit match the payments it should hold?”
- “What did card fees cost us last month?”
- “Which invoices were paid through Square but are still open in QuickBooks?”
- “How do sales this week compare with the same week last year?”
What Liaison does with Square and QuickBooks
- Matches every Square deposit to its payments, fees and refunds, and flags any that do not add up.
- Records payments on invoices paid through Square that are still open in the books, after you confirm.
- Writes the daily sales and the weekly summary from both systems.
- Sends Square invoices and follows up on the unpaid ones in your voice.
What it reads and does in each
Liaison across Square and QuickBooks, set up with you, for $629 a month.
- Connects to Square and QuickBooks with access you grant and reads them as one record; nothing is replaced or re-entered.
- Does the routine work in your voice; each kind of work is approved once.
- Answers across both: what Square says, what QuickBooks says, and where they disagree.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Do I still need the Square sync to QuickBooks?
Keep it. Liaison reads both systems after it runs and shows you what is still out of step.
Does Liaison move money in Square?
No payment, refund or transfer happens without your yes.
Does it work with Xero?
Yes. The same matching runs against Xero.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.