Square Customers to QuickBooks

🥦

Convert Complete

QuickBooks Customer Import Format
valid rows

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

Starting from $5 — see pricing & bundles
Free preview before you pay
Files never leave your browser
No account needed to start

Download Sample

Sample customer directory CSV

Download Sample

How It Works

1

Export from Square

Customers → Import / Export → Export Customers → Download

2

Upload and Configure

Upload Customers Export CSV and choose Customer Import format

3

Preview and Download

Review converted data, download Quickbooks Online-ready file

4

Import to QuickBooks Online

Settings ⚙️ → Import Data → Customers → Upload CSV

Output is in QuickBooks Customer Import format — ready to import directly, no manual reformatting needed.

Quick Answers

How do I export customers from Square?

Go to Square Dashboard → Customers → Directory → Export. Download the CSV file.

Will this create duplicate customers?

QuickBooks requires unique display names. If duplicates exist, enable the '(Square)' suffix or modify names before import.

What customer data is transferred?

First/Last Name, Company, Email, Phone, full address, and optionally lifetime value data and notes.

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.

Your Data is Safe

Bank-Level Security

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

No Data Storage

Files are processed directly in browser. No calls to our servers.

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 +1-555-123-4567 → Phone +1-555-123-4567 Phone number
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 US → Billing Country US Country

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.

Data Transformation

Each Square customer becomes one QuickBooks customer record

Input Square Customer

One row per customer from Square Customer Directory

Key columns: Customer ID, First Name, Last Name, Email Address, Phone Number
1:1 — One input row creates one output row
Output QuickBooks Customer 1 rows per input

One customer record with billing address and contact details

Customer Record Customer details with name fallback (email/company) and truncation
Name unique and ≤100 chars; name fallback if First/Last blank

Common Customer Import Errors

Issues you might encounter when importing Customers 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

More credits - more savings

Buy bundles and get up to 60% off. Perfect for recurring monthly conversions.

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Do unused credits expire?

One-time credit bundles are valid for one year. Subscription credits refresh monthly. You can use credits across any tool, anytime.

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Files process entirely in your browser. We're GDPR compliant with TLS encryption.

Can I get a refund?

Yes! Full refund within 14 days if no credits used. Partial refund for unused credits anytime. Contact sup@spreadsheetbroccoli.com.

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Frequently Asked Questions

Your data never leaves your device. All files are processed entirely in your browser using client-side JavaScript - no data is stored on our servers or sent anywhere. There's no account to hack, no database storing your files, and no API connections to your bank or accounting software. You upload, convert, download, and we forget it immediately.
No payment or signup required. You can upload your file, see a free preview of the conversion results, and verify everything looks correct before paying anything. If it doesn't work for your files, you haven't wasted any money. We only charge when you're satisfied and ready to download the final converted file.
You can, but free scripts and AI often miss edge cases that break real-world data: missing SKUs, currency formatting quirks, tax calculation errors, or date format mismatches. We have battle-tested validators specifically designed for accounting software imports that catch these issues before they corrupt your books. Plus, you get instant browser-based conversion without installing Python or managing dependencies.
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.
You can import customer names, email addresses, phone numbers, and mailing addresses from Square. However, transaction history and credit card information cannot be imported.
The app automatically matches customers if names are identical between systems. For mismatches, you can manually link transactions to the correct QuickBooks customer.
Customer names won't import if 'Record Sales Summary' is enabled. Change your Square setting to 'Record sales individually' to include customer data.
You can select your import start date up to 18 months of historical customer and transaction data from Square.
The default Square Connector integration doesn't transfer individual customer names—it shows all transactions under a generic 'Square Customer' label. Use a third-party tool for customer-level data.
Yes. If Square has 'FirstName LastName' but QuickBooks has 'LastName FirstName', the app won't auto-match. Manual linking resolves this quickly.

Square → Quickbooks Online Data Ecosystem

All available data flows from Square to Quickbooks Online

Square Customers Export Customer directory with contact info, addresses, 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 Product catalog with variants, pricing, inventory, and tax settings
→
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 Payment transactions with fees, tips, taxes, and settlement data
→
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 Payment transactions with fees, tips, taxes, and settlement data
→
Quickbooks Online Bank Transaction CSV (3-Column) QuickBooks Online bank transaction import - 3-column format
Date → Date Net Total → Amount Event Type + Time → Description
Manual bank statement upload for 90+ day history or non-connected accounts
Square Transactions Export Payment transactions with fees, tips, taxes, and settlement data
→
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
Alternative Tools (5)

Other solutions available for Square → QBO Customers:

  • PayTraQer — PayTraQer synchronizes Square Customers, Sales, Payouts, Fees, Taxes, etc. with your QuickBooks Online, keeping your boo...
  • Synder — Synder allows you to import payments from your favorite sales channels into your accounting system. Multi-channel sync w...
  • Amaka — Amaka offers a QuickBooks and Square accounting integration available on a free plan. Syncs sales, payments, Square fees...
  • Link My Books — Link My Books integrates sales channels with bookkeeping systems and syncs payouts with deposits in Xero or QuickBooks, ...
  • Webgility — Webgility's Square and QuickBooks integration connects your point of sale to your stores, sales channels, and shipping p...

Also available as

This platform pair is available in 2 other hubs

Learn More:

vs PayTraQer vs Synder vs Amaka vs Link My Books vs Webgility vs A2X vs Bookkeep vs Zapier vs Alumio Export Customers Guide