October 17, 2025
To download and sync Squarespace transactions into QuickBooks Online, you must link your Squarespace account with PayTraQer. This article explains how to connect your Squarespace account with PayTraQer.
Log in to PayTraQer with the QuickBooks Online company you wish to sync with Squarespace.
In the left menu, select Connectors.
Choose E-commerce Connectors to see the E-commerce platforms linked to your PayTraQer account.
Find your Squarespace connection in the list before proceeding to the next step.
In the Squarespace connector row, click on See How It Works.
A User Guide window will open, showing how PayTraQer syncs Squarespace transactions into QuickBooks entries.
Under Transaction Recording, check the mapping displayed for your Squarespace sync.
Make sure that the payment is recorded as an invoice payment, and the fees are expenses in QuickBooks.
Confirm that Customer Refund is listed as Refund in QuickBooks.
Commerce System | QuickBooks |
Payment | Sales Receipt, Fees as Expense |
Invoice Payment | Invoice Payment, Sales Receipt, Fees as Expense |
Customer Refund | Refund |
Expense | Expense |
Click “OK” once you have reviewed the transaction flow.
On the left menu, select Transactions.
The Transactions dashboard has various organizational views that assist in managing and checking your data flow:
Section | Purpose |
Review | Lists transactions that are ready for syncing. |
Synced | Includes transactions that have already been sent to QuickBooks. |
Error | List transactions that failed and require correction. |
Ignore | Keeps track of transactions you deliberately avoided. |
Sync History | Provides a full timeline log of previous syncs. |
Stay in the Review tab to view Squarespace transactions that are prepared to sync with QuickBooks Online.
In the Review tab, click on Filter.
You can use options such as Date, Amount, Payment System, Transaction Type, Transaction ID, and Contact to filter the records.
Select Current Page if you want to choose all transactions that are currently displayed.
By applying the required filters, you can quickly find the Squarespace transactions you need to review or sync.
This makes it easier to work with only the relevant transactions instead of going through each record manually.
Once you have applied the necessary filters, choose the Squarespace transactions you want to process.
The selected records will be highlighted, and the total number of selected transactions will be visible at the bottom.
Use Sync to upload all selected Squarespace transactions to QuickBooks Online at once.
Choose Ignore if you do not wish to sync the selected transactions.
Click Clear Selection to discard the selected records and restart if necessary.
This option enables you to manage multiple Squarespace transactions in one go instead of syncing them one at a time.
To sync the transaction, click on Review & Sync.
PayTraQer will display the transaction details on the right side of the screen.
In this section, confirm the Squarespace transaction number, date, and amount
Also, check the QuickBooks transaction type mapped to this record.
Ensure you are looking at the right Squarespace payment before proceeding.
After the sync, check the Sync Details window.
Make sure the status shows Successful.
Verify the QuickBooks entries created for the transaction, including the Invoice and Payment.
Go to the Synced tab to check the Squarespace transactions that are already in QuickBooks Online.
Select Report if you want to see the sync summary.
If the transaction was mistakenly posted, use Undo to reverse the sync from PayTraQer.
Use Details to review what was generated for the synced record.
Click on Open in QuickBooks next to the Invoice or Payment to check the record directly in QuickBooks Online.
Go to the Sync History tab to look at previous Bay sync activities.
Look at the sync date, the types of transactions made, and the count of successful or failed records.
This page helps you monitor earlier sync operations and verify what was posted.
If needed, you can use Undo here to reverse the Squarespace transaction that was synced earlier.
In the left menu, select Settings.
Choose Sync Settings from the list of options.
Find the Squarespace connector card on the page.
Click Change Settings to access the Squarespace sync configuration.
Ensure the Squarespace settings screen is displayed before making any changes.
This page allows you to manage how Squarespace Sales, items, customers, taxes, and fees sync with QuickBooks Online.
Open the Sales tab in the Squarespace Sync Settings screen.
Under Accounts, select the bank account for Squarespace's sales deposits in QuickBooks Online.
Choose the payment method for tracking Squarespace transactions.
In the Customers section, decide if PayTraQer should automatically create customers if they don't exist in QuickBooks Online.
If you prefer not to create separate customers for each transaction, select a Common Customer for Squarespace sales.
Use “Customize Customer Matching” if you want PayTraQer to align Squarespace customers with existing QuickBooks customers based on your chosen matching rule.
Check any additional options for sales posting, tracking, class, or location if your QuickBooks company utilizes them.
If your process needs fee-only posting, look at the sync option for skipping sales and only processing related fees.
After reviewing the sales-related mapping, click “Save”.
Open the Product & Services tab.
Enable the option to automatically create products or services if the Squarespace item isn't already in QuickBooks Online.
Select the type of product or service that PayTraQer should generate, like Non-Inventory, if it suits your workflow.
Pick the income account that will be associated with the products or services created from Squarespace transactions.
In the Match Product section, decide how product matching should occur, such as by Name.
Utilize Customize Product Matching if you wish to establish precise matching rules between Squarespace items and QuickBooks products or services.
In the Common Item section, if you prefer all Squarespace sales to utilize a single common item in QuickBooks Online, enable the common product or service option and choose that item.
Carefully review the product setup to ensure that new and existing Squarespace items sync properly.
Click “Save” once the Product and Services settings are finalized.
Open the Tax tab.
Enable automatic tax calculation if you want PayTraQer to automatically compute and apply tax for all Squarespace sales and expenses.
Enter the necessary tax percentage for direct payments received if your setup requires tax values in this section.
Enter the shipping tax percentage if you need to track shipping tax separately.
Select the common tax code you want PayTraQer to use for Squarespace transactions in QuickBooks Online.
Make sure the tax code you select here matches the tax setup in QuickBooks Online.
Check the full tax mapping before saving, as incorrect tax settings can affect transaction totals and reporting.
Click “Save” after you finish with the Tax tab.
Choose the vendor that will get the Squarespace payment fees, pick the fee category to log those expenses, and specify the bank account for recording the payment fees in QuickBooks.
If you want all synced fee entries to be assigned to one class for reporting, select a class for your fees.
Select a location or department for your fees, or enable the option to skip syncing fee details.
Check the fees tab thoroughly, then click Save.
Next, open the Payout tab.
Decide if you want to handle payouts or settlements from Square.
Turn on this option if you want PayTraQer to sync payouts as transfer transactions to your chosen checking account.
Check the payout settings thoroughly, then click Save.
If you take payments via processors connected to Squarespace, you can connect them under Payment Connectors in PayTraQer.
After linking, you can enable separate GL accounts for each payment system to direct sales and fees to different accounts based on the processor.