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Squarespace + Xero setup guide
Overview of Squarespace + Xero integration
Connect Squarespace and Xero to start syncing your daily sales transactions.
Laura Tien
January 13, 2022
Squarespace + QuickBooks Online setup guide
Overview of Squarespace + QuickBooks Online integration
Connect Squarespace and QuickBooks Online to start syncing your daily sales transactions.
Laura Tien
January 13, 2022
How partial refunds work with Squarespace integrations
Overview
- How to change tax type mapping for partial refunds with a Squarespace accounting integration.
How it works
When processing partial refunds, the tax type cannot be pulled from the source data (Squarespace). The tax type related to the partial refund is preset to a nontaxable tax type but you can change this if you only have one tax rate that can be applied to your products or services. E.g. 10% GST is applied across all products.
Laura Tien
January 12, 2022
How fees work with Squarespace integrations
Overview
- How fees work with the Squarespace accounting integration.
How it works
Squarespace fees may consist of Squarespace transaction fees and processing fees from your chosen payment service provider.
Laura Tien
January 12, 2022
Donation blocks in Squarespace integrations
Overview
- How donation blocks work with the Squarespace accounting integration.
How it works
Use donation blocks to collect donations from visitors to your cause or organization. You can also use them to set up a customized cash gift registry on a wedding website.
Laura Tien
January 12, 2022
Gift card mapping with Squarespace integrations
Overview
- Map Gift Card from the Payment Types section to the sales account in the Squarespace accounting integration.
How it works
Gift Card sales cannot be identified and distinguished separately from normal product sales (ordinarily a Gift Card sale would be mapped to a liability account to reflect the business' future liability to honour the gift card amount). As a result, Gift Card sales are synced to the relevant mapped Sales account (e.g. a Sales Revenue account). It is therefore recommended to also map Gift Card Payments (Gift Card Redemptions) to the same account that Gift Card sales are mapped to, in order to prevent an overstatement of sales.
Laura Tien
January 12, 2022
Overview
- Understand the behaviour of the integration for Cost of goods sold (COGS) data sync.
How it works
The integration sums up all the products’ cost for the orders sold on the day. This amount will be synced as a manual journal, which will include two line items:
Laura Tien
July 14, 2021
Overview
- Default invoice contact name for daily sales summary invoice
- Customise the invoice contact name
How it works
- Summarise into One Invoice format gives you the option to rename the invoice contact name.
- Split Invoices by Location/Channel format uses the location name as the contact name. You do not have the option to change the contact name from the integration if this format is selected.
Customise the Invoice Contact Name
Change the contact name by selecting Summarise into One Invoice option.
Laura Tien
June 07, 2021
Overview
- Default invoice contact name for daily sales summary invoice
- Customise the invoice contact name
How it works
- Summarise into One Invoice format gives you the option to rename the invoice contact name.
- Split Invoices by Location/Channel format uses the location name as the contact name. You do not have the option to change the contact name from the integration if this format is selected.
Customise the Invoice Contact Name
Change the contact name by selecting Summarise into One Invoice option.
Laura Tien
June 07, 2021
Transaction type mapping for Square + Xero integration
Overview
- The integration has a default set of accounts that are automatically created and mapped using the Express Setup.
- You may customise the mapping and map existing Xero accounts using the Advanced Setup.
How it works
Proceeding with Express Setup, the integration will automatically create and map the following default set of accounts to the Square transaction types.
Laura Tien
June 07, 2021