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Adding accounts for mapping purposes for Square + QuickBooks Online integration
How it works
- You need to ensure that a product or service item is created in QuickBooks Online if you wish to change any mapping in the Square + QuickBooks Online integration settings.
- The integration is syncing an invoice to record the sales data from your POS/eCommerce app. A QuickBooks Online invoice requires a product or service item on each line item. Hence, you need to associate the accounts you want to use for integration mapping to product or service items.
Add an account to your chart of accounts
You need to have the account ready before adding a product or service item. You may follow this guide if the account you wish to map in the integration settings is not yet created in QBO.
Laura Tien
June 06, 2023
Setting up class tracking for Square + QuickBooks Online integration
How it works
- Create and manage classes in QuickBooks Online to make them available for mapping.
- The integration will assign the tracking option for each invoice line item related to sales.
Set up the tracking categories
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Sign into the Amaka dashboard.
Square + Sage Business Cloud bank feed reconciliation
Overview
- Match the Square deposit to the synced payout transfer
- Allocate other payment types to the clearing accounts
Reconciling Square transfer
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Log in to Sage Business Cloud.
Editing ledger accounts for Square + Sage Business Cloud integration
Overview
- Make changes to the preset accounts
- Square Balance and account visibility limitations
Making changes to the preset accounts
You can make changes to the account codes or account names that were automatically created by the integration. However, changing the account category might cause issues with the mapping and sync. Please refer to the valid account types if you need to change the account category.
Laura Tien
May 22, 2023
Apply Square as a Payment Service to multiple themes for Square + Xero integration
Overview
- Set up the Square Payment Service on multiple branding themes in Xero.
Apply the payment service to a branding theme
You can activate the Square payment service in multiple branding themes by navigating the Payment Service settings in Xero.
Laura Tien
May 19, 2023
Activate Square payment service for Square + Xero integration
Overview
- You can add Square as a payment service in Xero. Offer an online payment option to your customers whenever you send out an invoice from Xero.
Setting up Payment Service
Activate the Payment Service from the integration settings.
Laura Tien
May 19, 2023
Reconciling Xero invoices paid through Square
Overview
- Learn how to reconcile an invoice in Xero that is paid Square via virtual terminal, register, terminal or reader.
Turn off sales sync
If you create invoices in Xero for each Square transaction, turning off the Sales Sync of the Square and Xero integration is recommended so that the sales will not double up.
Laura Tien
May 19, 2023
The Square Balance clearing account for Square + Xero integration
Overview
- Understanding the Square Balance clearing account
- Editing or deleting Square Balance will cause the integration to fail
Square Balance
Square Balance is an account created automatically by the integration and is used as a clearing account for Square transfers. Daily total card payments are recorded to this account. When Square transfers the payout to your bank account, the integration will create a bank transfer from the Square Balance to the bank account mapped in your integration settings. Other payout transactions, such as Square fees and loan payments will also be recorded in this clearing account.
Laura Tien
May 19, 2023
Setting up taxes for Square + Xero integration
Overview
- Map taxes to Xero tax rates or current liability accounts.
- Set up tax groups
- Set up taxes that are used as surcharge (e.g. weekend, public holiday or credit card surcharge)
Setting up taxes
Map taxes to tax rates or current liability accounts.
Laura Tien
May 19, 2023