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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
Setting up tracking categories with Square + Xero integration
Overview
- Automatically sync tracking categories in Xero based on location, product, or category.
How it works
Set up the tracking categories in Xero to make them available for mapping.
Laura Tien
June 07, 2021
Deactivate payment service in Square + Xero integration
Overview
- Remove the payment service from Xero.
- Deactivate Square Payment Service to stop using Square as a payment service in Xero.
How it works
Removing the Square Payment Service from Xero will remove the option for customers to pay the invoice using their credit card through Square.
Laura Tien
June 07, 2021
TrackTik + QuickBooks Online setup guide
Overview of TrackTik + QuickBooks Online integration
Connect TrackTik + QuickBooks Online start syncing your daily invoices and payroll data as bills.
Laura Tien
May 24, 2021
Overview of TrackTik + Xero integration
Connect TrackTik + Xero start syncing your daily invoices and payroll data as bills.
Laura Tien
May 24, 2021