Importing SQUARE Transactions

Jandi Creations

Is there a way to use the CSV Import for square transactions that will capture the product cost, taxes collected, and square fees in one line of the CSV? The provided CSV template is quite simple, only importing the product cost, and some associated tags. For detailed reports and tax reporting purposes (LLC Partnership), I need to track the tax and square fees for each transaction. A simple example is the following…

Date	Payee	Amount	Salex Tax	Processing Fees	Tags
Date	2/19/2025	Payee	Square Sq Memosquare	Amount	$87.00	Salex Tax	$5.22	Processing Fees	-$2.50	Tags	Cutting Board Cherry

Coach Natalie

@Jandi Creations, thanks for reaching out to the Community!

Our support article here goes over importing transactions in Quicken Simplifi: https://support.simplifi.quicken.com/en/articles/4413430-how-to-manually-import-transactions

It looks like if you don't want to use our import template, your custom file will need to follow the same formatting and have the exact same headers. So it doesn't look like items like sales tax and transaction fees can be imported. Unless the transaction fee comes in as a different transaction, I'm not sure how Quicken Simplifi would track this anyway. Same with sales tax. There are no fields in Quicken Simplifi for these items.

You might consider adding a note to the imported transactions to track these additional parameters: https://support.simplifi.quicken.com/en/articles/3348103-managing-transactions-in-quicken-simplifi#h_36d034e0a7

Otherwise, we have an Idea post you may be interested in voting for!

https://community.simplifimoney.com/discussion/3819/more-detailed-csv-imports-categories-description-notes-edited

Sorry for not having better news, but I hope this helps!