Square Customers to QuickBooks

🥦

Convert Complete

QuickBooks Customer Import Format

Ready for download
Records converted

Migrate your Square customer database to QuickBooks Online. Preserves contact info, addresses, and lifetime value data.

No API required
Browser-based processing
Run on Google Cloud Platform

Download Sample

Sample customer directory CSV

Download Sample

How It Works

1

Export from Square

Customers → Directory → Export Customers

2

Upload

Upload your customer directory CSV

3

Configure Options

Choose name handling and what to include in notes

4

Import to QuickBooks

Settings → Import Data → Customers

Your Data is Safe

Bank-Level Security

256-bit SSL encryption. Same standards as major financial institutions.

No Data Storage

Files under 50MB process in your browser. Your data never touches our servers.

Auto-Delete

Server-processed files automatically deleted within 24 hours.

GDPR Compliant

Full EU data protection compliance. Your privacy rights protected.

ISO/IEC 27001 Certified GDPR Compliant Swiss Privacy CCPA Compliant

Field Mapping

How Square Customers fields map to Quickbooks Online Customer

Square Customers Source Value Quickbooks Online Customer Target Value Note
Company Name Acme Corp → Company Acme Corp Business name
Email Address john.smith@example.com → Email john.smith@example.com Customer email
Phone Number (555) 123-4567 → Phone (555) 123-4567 Phone number
Street Address 1 123 Main St → Billing Address Line 1 123 Main St Street address
City New York → Billing City New York City
State NY → Billing State NY State/Province
Postal Code 10001 → Billing Postal Code 10001 ZIP/Postal code
Country United States → Billing Country United States Country

Why Square Customers Don't Import Directly to QuickBooks

The Field Mapping Problem

Square exports customer data with different field names and formats than QuickBooks expects. Square uses "Customer Name" while QuickBooks needs separate "First Name" and "Last Name" fields. Without conversion, customer records fail to import or create incomplete profiles with missing contact information and addresses.

What This Tool Does

We transform Square customer data into QuickBooks-compatible format: - Names split into First/Last Name fields - Addresses mapped to billing and shipping fields - Lifetime value data preserved in customer notes - Country codes expanded (US → United States) Your QuickBooks customer list matches your Square directory exactly.

Common Customer Import Import Errors

Issues you might encounter when importing Customer Directory Export data to Customer Import - and how we solve them

Duplicate Customer Name

QBO requires unique display names across all customers/vendors

Name: 'John Smith' (already exists)
Name: 'John Smith (Square)' or use email

Add suffix or use email when names conflict

Review duplicates before import and rename if needed

No Customer Name

QBO requires a Name for each customer

First Name: (blank), Last Name: (blank)
Name: 'customer@email.com'

We use email or Company as name fallback

All customers will have a name after conversion

Customer Name Too Long

QuickBooks limits display names to 100 characters

Very Long Customer Name With Company...
Very Long Customer Name With...

Names are truncated to fit QBO limits

Automatic truncation during conversion

Why Use This Tool?

Complete Customer Data

Names, emails, phones, and full addresses transferred.

Lifetime Value Notes

Total Spent and Total Visits preserved in customer notes.

Address Mapping

Billing and shipping addresses populated from Square data.

Name Conflict Handling

Options for handling blank names and duplicates.

Country Code Expansion

Automatically expand US to United States, CA to Canada.

Source Identification

Optional (Square) suffix to identify imported customers.

Frequently Asked Questions

Go to Square Dashboard → Customers → Directory → Export. Download the CSV file.
Enable 'Use Email as Name' or 'Use Company as Name' to handle blank names. Otherwise, we generate 'Square Customer' + ID.
QuickBooks requires unique display names. If duplicates exist, enable the '(Square)' suffix or modify names before import.
First/Last Name, Company, Email, Phone, full address, and optionally lifetime value data and notes.

Square → Quickbooks Online Data Ecosystem

All available data flows from Square to Quickbooks Online

Square Customer Directory Export Square customer records with contact information and purchase history
→
Quickbooks Online Customer Import Customer profiles with contact and billing information
First Name + Last Name → Name Company Name → Company Email Address → Email
Customer list migration, CRM sync Current tool
Square Item Library Export Square product catalog with pricing, SKUs, and inventory levels
→
Quickbooks Online Products and Services Import Product and service items for invoicing and sales
Item Name + Variation → Product/Service Name SKU → SKU Description → Sales Description
Product catalog migration, inventory setup
Square Transactions Export Square transactions including payments, refunds, fees, and payouts
→
Quickbooks Desktop IIF File Tab-delimited Intuit Interchange Format for Desktop
Transaction ID → DOCNUM Date → DATE Customer Name → NAME
QB Pro, Premier, Enterprise (2020-2025)
Square Transactions Export Square transactions including payments, refunds, fees, and payouts
→
Quickbooks Online Journal Entry Double-entry accounting with debits/credits
Date → JournalDate Gross Sales → Credits Fees → Debits
Professional accounting, fee tracking, aggregated imports
Square Transactions Export Square transactions including payments, refunds, fees, and payouts
→
Quickbooks Online Sales Receipt Cash-basis B2C sales (payment received at checkout)
Transaction ID → RefNumber Date → TxnDate Total Collected → ItemAmount
Retail, e-commerce, paid orders