Squarespace Connector by QuickBooks

Improve bookkeeping accuracy with the Squarespace Connector by Intuit, which syncs data directly into QuickBooks. Edit, categorize, and match Squarespace orders, payments, customers, and products.

If you need help with orders, you can partner with QuickBooks Live Experts. Find out more about QuickBooks Live Bookkeeping.

Data synced from Squarespace

Squarespace Connector syncs most order details to QuickBooks. The app imports order details like net amount, fees, taxes, discounts, products/services, and customers.

View status or orders/items

Squarespace orders will be automatically added to the books. You can view the status of the transactions and items being imported in the Integration transactions (Take me there) page. 

There are several tabs in the Integration transactions page:

• The Processing tab includes all orders and items that are in progress and not yet imported.
• The Imported tab includes all orders and items that were successfully imported from Squarespace.
• The Excluded tab includes all orders and items that have been manually excluded from being imported.

Once an order is created in Squarespace, it appears in the Imported tab of the Integration transactions page, usually within 4 hours.

How to connect

You need an active Squarespace account to use the Squarespace Connector by QuickBooks. If you haven't already, create a Squarespace account first. Then you’re ready to get started!

1. Sign in to your QuickBooks Online account.
2. Select Apps, then Find apps.
3. In the search bar, enter “Squarespace Connector by Intuit”, then select it when you find the app.
4. Select Get app now.
5. Follow the on-screen instructions. Enter your Squarespace account email address and password, then select Log in.
6. To authorize Squarespace to send your orders to QuickBooks, select Allow.
7. Complete the app settings. You can change these settings later by selecting Settings from the options in the Squarespace tile. 
8. Select the date you want Squarespace to start importing orders, then select Done.
   Please note: You can import up to 1 year's worth of historical orders.

Once the connection is complete, select Go to Integration Transactions.

Tips and terminology for your app settings

Retrieve settings specifies which order statuses to import data for. (e.g., Depending on the nature of your business, you may want to also sync sales in the Pending or Fulfilled statuses)

Sales settings tell QuickBooks how to create sales. 

• The Create Sales in QuickBooks as setting specifies whether to create an order from Squarespace as a Sales invoice or a Sales receipt. If you select Sales receipt, note that orders won’t get imported into QuickBooks until they are fully paid.
• Order Number Prefix - The prefix you input here is added to all orders retrieved from your Squarespace account. For example: If you have an order '1234' in Squarespace and you add the prefix 'SQ-' in the configuration, your order will be retrieved into QuickBooks Connector with the order number 'SQ-1234' and sent to QuickBooks accordingly.
• The Automatic Invoice Numbers setting lets QuickBooks generate an invoice number for each sale.
  By selecting this option, you will allow your accounting system to assign an automatic invoice number, e.g., to adhere to sequential invoice number rules, rather than using the invoice number provided by the source system.
  Please note: To generate Invoice Numbers in QuickBooks, the Custom Transaction Numbers option in the Sales settings must be off. You can check the guide here. 
• Shipping charges represent which item to use for shipping charges. This setting is only required if the Shipping option isn't turned on in the company settings.
• Discounts applied represent which item to use for discounts. This setting is only required if the Discount option isn't turned on in the company settings.

Item settings tell QuickBooks how to create items.

• The Create items as setting specifies whether to create items as non-inventoried or inventoried items. Select Inventoried Items if you would like to track inventory in QuickBooks.
  Please note: Select Inventoried Items if you would like to track inventory in QuickBooks.  If you do not intend to track inventory within your QuickBooks Online, then you can specify the app to create items as Non-Inventoried Items within your QuickBooks Online
• The Match items by setting specifies whether to match the Squarespace product SKU by the QuickBooks SKU or Name field. If the imported product matches the QuickBooks item, the app won’t create a new item.
• The Use Income account specifies which account will be used for all items. The account selected here will be the default income account assigned to all items that are sold.
• Use Expense Account specifies which account to use for purchased items.  A value is recommended for the Expense Account.

Tax settings specify which Squarespace tax rates will map to which QuickBooks tax rates. This setting is only applicable if you have taxes set up in QuickBooks.
 

Payment settings configure which QuickBooks accounts get used for Squarespace payments and fees.

How to disconnect the app:

1. Go to My Apps, then the Overview tab.

2. Find the Squarespace app card, select more options, then select Settings.

3. Select Disconnect.

Squarespace orders/items overview: