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This integration selects new Square customers and imports them to QuickBooks Online.

Note: It does not import pre-existing Square customers to QuickBooks Online.

How to Set Up

  1. Select or create connections: Square connection for Source and QuickBooks Online connection for Target.
  2. Specify the schedule on which the integration will run automatically.

Tips

  • To create QuickBooks Online customers from specific new Square customers, configure filters in the task editor.