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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 integration
Overview
- Map taxes to 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
Apply Jobs to your sales for MYOB integrations
Overview
- Automatically apply Jobs to track sales according to location, product, or category.
Apply Jobs to sales
Set up Jobs in MYOB to make them available for mapping.
Laura Tien
April 13, 2023
Setting up surcharges for MYOB integrations
Overview
- Set taxes as surcharge to sync them as sales or income instead of taxes.
Setting up surcharges
If you've created taxes in Square but they are intended to record surcharges (e.g. card or public holiday), you need to select the appropriate option to sync them as sales or income.
Laura Tien
April 13, 2023
Map sales by product or category for Square integrations
Overview
- You can break down your sales and map specific accounts to each product or category to get better insights into your business.
Break down sales invoice by product or category
The integration can split the sales into multiple line items summarising each product or category total. Before you start, create the income or revenue accounts (if you haven't already) that you wish to see in your reports. For example, you may want to create an account called Food Sales and another one for Beverage Sales.
Laura Tien
April 12, 2023
Updating the bank accounts mapping for Square integrations
Overview
- Mapping bank accounts to automatic and instant transfers.
Update bank accounts mapping
If you've updated your linked bank account in Square, ensure the same account reflects in your accounting app. For the integration to sync the Square payout transfer, you must map the updated bank account in the integration settings.
Laura Tien
April 12, 2023
Updating the tax types mapping
Overview
- Map the taxes you've set up in your POS or eCommerce app to the tax types in your accounting app.
Update tax types mapping
If you've made any changes in your taxes in your POS or eCommerce app, updating your integration tax settings is necessary to prevent sync issues.
Laura Tien
April 12, 2023
Overview
- Accounts and payment types mappings can be accessed by selecting Advanced setup.
- Map sales, discounts, payments and other accounts.
Update accounts mapping
You can update the accounts mapping in your integration settings at any time. If an account was previously used for mapping and you edited or deleted it, it might cause the account to be unmapped from the integration. Updating your integration's accounts mapping is necessary to prevent sync issues.
Laura Tien
April 12, 2023