Sync Square sales, payments, and refunds directly into QuickBooks without manual exports or data entry. Redbird AI keeps your books current with every transaction, so your financial reporting reflects real-time revenue across all locations and channels.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Automatically create itemized sales receipts in QuickBooks for each day's Square transactions, grouped by location and payment method. Tax amounts, discounts, and refunds flow through with full detail, keeping your books reconciled without manual CSV uploads or data re-entry.
When Square deposits funds to your bank, automatically record the deposit in QuickBooks with processing fees broken out as separate expense line items. Each deposit links back to the original sales transactions, making bank reconciliation seamless and fee tracking accurate.
Generate customer invoices in QuickBooks for Square online orders, then automatically mark them paid when Square processes the payment. Customer details, line items, and tax calculations sync perfectly, eliminating duplicate data entry across your e-commerce and accounting systems.
When refunds are issued in Square, automatically create matching credit memos in QuickBooks linked to the original sales receipt. Revenue adjustments flow through to P&L statements instantly, and your accounts receivable stays accurate without manual corrections.
Monitor daily sales totals between Square and QuickBooks, triggering alerts when discrepancies exceed your threshold. Receive notifications with transaction details and variance amounts so your team can investigate and resolve reconciliation issues before month-end close.
Automatically compile reports that merge Square sales performance by location and product category with QuickBooks expense data and profit margins. Get complete P&L visibility across your retail operations without manually exporting and combining data from both systems.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize QuickBooks and Square with OAuth or API credentials. Redbird never stores your data — it just passes through.
Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.
Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.
Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.
Redbird AI understands both QuickBooks chart of accounts structure and Square's transaction hierarchy, so your sales data maps correctly to the right accounts, customers, and reporting categories every time.
Redbird interprets Square's payment objects, tender types, and item variations, then maps them to QuickBooks accounts, classes, and locations according to your accounting structure. The AI handles tax rate matching, payment method categorization, and fee allocation automatically. When Square introduces new transaction types or you restructure your chart of accounts, Redbird adapts without breaking your workflows.
faster than exporting Square CSVs and importing to QuickBooks manually
Redbird can pull from QuickBooks and Square simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.
Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either QuickBooks or Square.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from QuickBooks into Square, or from Square back into QuickBooks. Resolve conflicts with configurable merge rules.
Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.
Start automations from any transaction in Square or accounting event in QuickBooks, then take action across both systems instantly.
Fires when a new invoice is generated or an existing invoice is modified in QuickBooks.
Triggers when a customer payment is recorded against an invoice or sales receipt.
Fires when a new expense, bill, or check is created in QuickBooks.
Record a new sales receipt with line items, tax, payment method, and customer details.
Create a bank deposit transaction and allocate funds to specific accounts or undeposited funds.
Issue a credit memo linked to the original invoice or sales receipt for returns and refunds.
Fires when a card, cash, or digital wallet payment is successfully processed through Square.
Triggers when a full or partial refund is processed for a previous Square transaction.
Fires when Square finalizes the day's transactions and prepares deposit batches.
Generate a Square invoice for a customer with line items, due dates, and payment links.
Adjust item stock levels in Square's product catalog based on sales or restocking events.
Create or update customer records in Square with contact details and purchase history.
Stop exporting Square transactions and manually importing them into QuickBooks. Let Redbird AI sync your POS and accounting systems automatically, so your books stay current and your team focuses on growing the business instead of reconciling data.